Current market shift provides great entry opportunity

Bertrand Faure comments on September's sector rotation and the current premium of defensive stocks.

Monthly Fund Commentary

A sense of déjà vu

Bertrand Faure provides a detailed stock-level review for the month of August.

Monthly Fund Commentary

Some strong H1 results despite equity markets’ lack of direction

Bertrand Faure provides an overview of the top and bottom contributors to the Fund.

Monthly Fund Commentary

European Equities: The potential for value creation in the long-term

Bertrand Faure provides an update on the Fund's strategy and insights regarding the market corrections of 2018 and the drivers of strong returns during 2019.

Video

The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies

Bertrand Faure provides insight on the potential opportunities available in European equities towards the backend of 2019.

Monthly Fund Commentary

Central Bank activism gives market confidence boost

Against a strong market rebound in June, Bertrand Faure comments on the Fund's largest performance contributors.

Monthly Fund Commentary

Month of May lived up to its reputation

Bertrand Faure comments on the investment climate in Europe during the famously challenging month of May.

Monthly Fund Commentary

A YTD stock-level review

Bertrand Faure provides a detailed commentary about the Fund's and its underlying stocks' YTD performance.

Monthly Fund Commentary

European equity markets are showing signs of becoming more rational in 2019

Bertrand Faure provides insight on the European equity markets and his Fund’s investment process.

Monthly Fund Commentary

A great start to the new year

Bertrand Faure comments on the contrasting behaviour of asset classes in 2018 and the beginning of 2019.

Monthly Fund Commentary

Stock selection is key in the current environment

Bertrand Faure comments on the Fund's largest monthly contributor Barco and its growth potential.

Monthly Fund Commentary

The FED and ECB Remain Flexible

Bertrand Faure comments on the markets resilience.

Monthly Fund Commentary