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.

Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Stock deratings provide compelling opportunities

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

Timing of the rebound

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

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.

Identifying robust companies

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

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.

Interpreting the cycle

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

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.

Countering the blurred outlook

Ludovic Labal and Cyril Bertrand discuss the strategy of the Fund in preparation for the unclear road ahead.

Resilience through preparation

Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.