Europe in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
KOMMENTAR DES FONDS • 17-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
KOMMENTAR DES FONDS • 05-01-2023
Growing positive trend
Bertrand Faure discusses the continuance of a bull market in which European equities can excel.
KOMMENTAR DES FONDS • 06-12-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
KOMMENTAR DES FONDS • 11-11-2022
Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.
KOMMENTAR DES FONDS • 10-10-2022
Will Q3 be so rosy?
Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.
KOMMENTAR DES FONDS • 08-09-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
KOMMENTAR DES FONDS • 11-08-2022
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
KOMMENTAR DES FONDS • 15-07-2022
Avoiding the European equities whirlpool
Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.
KOMMENTAR DES FONDS • 09-06-2022
Bucking the trend
Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.
KOMMENTAR DES FONDS • 09-05-2022
Webinar: The benefit of volatility for fundamental investing
Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.
Webinar • 26-04-2022
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.