In the third quarter our top pick Heineken has delivered significant outperformance of 14.8% relative to the market (STOXX 600) and 6.4% against the food and beverages sub sector. It was the strongest beverages performer until 16 September when SABMiller shares surged following the approach from AB InBev.
However, despite our continued positive stance
on Heineken, we would be silly to leave the SABMiller opportunity slip
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