Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.

Sense and sensitivity

Willem Vinke explores the macro environment and lessons learnt from history.

Timing of the rebound

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.

Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Making defensive preparations

Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.

Ebbs and flows

Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.

Interpreting the cycle

Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.

What a difference a month makes

Willem Vinke reflects on the difference in focus and priorities between the start and end of February and their influences on the macroeconomic climate.

A year of two halves

Willem Vinke discusses the year ahead under the inflationary pressures of Central Banks.

Strategic Global Quality Fund report on 2021

Willem Vinke summarises FY2021 and offers insight into the changes in the market that will direct the 2022 strategy.