Excellence in Asset Management
Stephen Jones, Gartmore Capital Strategy Continental Europe Fund
	Gartmore's Competitive Advantage in Research
	Gartmore's Competitive Advantage in Portfolio Construction
	Top Ten Holdings
	Current Sector Position
	A Range of Capabilities
	Performance to 29th December 2000
	A Cautionary Note
	Gartmore Capital Strategy Continental Europe Fund
Chantal Brennan, AIG Europe Small Companies Fund plc
	American International Group, Inc.
	AIG Global Small Cap Equity Strategies
	AIG Global Investment Group European Equity Team
	AIG Global Investment Philosophy
	AIG Global Investment Process
	Stock Selection Example
	European Smaller Companies Outlook
	IV. Addendum
	Biographies
	Biographies
Francesco Conte, Chase Fleming Investment Management
	Fleming Frontier European Discovery Fund
	European Micro Caps
	Performance Drivers
	Investment Process
	Performance Drivers
	Top 10 Holdings as at 31st December 2000
	Annual Performance
	Contact Information
Steven Cordell, HSBC Asset Management
	Discrete period returns
	Risk/return profile
	Business cycles matter
	The importance of structural change
	Competitive Advantage
	The key call in 2001
	Panel Q&A