FUND VIEW-Threadneedle sees European capital spend upswing

By Tom Burroughes

LONDON, March 26 (Reuters) - The manager of British investment firm Threadneedle's European Growth Fund is tilting his portfolio to the likes of telecom equipment suppliers which he sees benefitting from a corporate capital spending upswing.

William Davies, who has run the 500 million pound ($907.9 million) fund for more than a decade, is confident higher growth in Europe will fuel a rise in company capital investment, boosting mobile phone networks, ...