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.

Monthly Fund Commentary
Thriving through volatility?

Bertrand Faure discusses the fundamentals that drive the portfolio and examines Governance regulations coming to the Gig-economy.

Monthly Fund Commentary
Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Monthly Fund Commentary
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