Laying foundations for future growth

Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.

A quality structure

Ludovic Labal and Cyril Bertrand reflect on the developments over the past month and set the stage for 2022.

Phileas‘ Investment Approach to European Equities

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

An introduction to Phileas Asset Management

Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.

Phileas Asset Management appointed to run flagship European equity strategy

Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.

Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund

Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.

Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

Generating alpha through the recovery

Willem Vinke describes expectations of an imminent and strong economic recovery.

Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.