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.

Monthly Fund Commentary

Value rotation continues

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Encouraging global outlook

Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.

Monthly Fund Commentary

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.

Monthly Fund Commentary

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.

Monthly Fund Commentary

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.

Monthly Fund Commentary

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Recovery continues in Europe

Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.

Monthly Fund Commentary

Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing

Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.

Monthly Fund Commentary

European stocks turning bullish

Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.

Monthly Fund Commentary