Bertrand Faure, portfolio manager for E.I. Sturdza’s Strategic European Smaller Companies Fund, discusses how small-cap equity markets in Europe have evolved in recent years.
Bertrand then highlights his stock picking approach and how the team prefer companies with a strong balance sheet and defendable market share, before stressing how the fund apply a private equity methodology to listed equity to truly understand each company.
Video: Bertrand discusses the Fund’s approach to identifying market leaders.