3i Group (TGOPY)

It's a UK private equity investment firm that buys and flips companies, including a European discount retailer, a huge retail success. He expects this growth to continue as that retailer adds more stores globally. As long as that retailer does well, so will 3i shares.

A bit obscure. Investment holding company with just under 40 different investments, but the discount retailer Action makes up about 70-80% of its share value. And that one stock is the reason to own, with operations across Europe. Action has a model that's repeatable, 3000 stores, low cost to set up, inventory turnover is quick, benefits of scale. Yield is 1.8%.

Private equity group (25th largest on London Stock Exchange). Main investment in low cost retail in Europe. Company not raising money from investors which creates good return on equity. Excellent management team with attractive share price.