Seeking ways to exploit the market volatility
Bertrand Faure discusses the shaken movements in European markets, and how these will present many opportunities for Investors.
Thriving through volatility?
Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.
Strong recovery on the horizon
Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.
From undervalued stocks to outsized gains
Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.
Value rotation continues
Willem Vinke discusses how the Funds are prepared for when economies reopen.
Fundamentals have returned
Bertrand Faure expands on the reasons for the Fund's 3.57% YTD relative outperformance and reports on the European markets, as great company results continue to drive stock prices up.
Encouraging global outlook
Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.
Markets continue to be very polarized
Bertrand Faure explores the events of the month and explains how the position of the Fund aided in resisting the bulk of the downturn.
Great opportunities for European equities around the corner
Bertrand Faure expands on the advantages of active management, which have resulted in the Fund outperforming the benchmark by over 30% in 2020.
Setting records investing in European equities
Bertrand Faure provides insight on how the renamed Strategic European Silver Stars Fund has delivered its highest monthly return since inception.
A continued focus on quality
Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.
Fundamental bottom up analysis of investments leads to bumper profits
Bertrand Faure reflects on another great return in August taking YTD performance to +5%, whilst the market flounders down -10% after volatility creates opportunities for outsized gains.