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dePhileas’ Investment Approach to European Equities
Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.
Webinar
An introduction to Phileas Asset Management
Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.
Webinar
Undervalued stocks will have their day
Bertrand Faure discusses the current market situation and how certain stocks are significantly undervalued.
Monthly Fund Commentary
When the mist clears
Bertrand Faure outlines the opportunities that are materialising following a volatile September.
Monthly Fund Commentary
Riding high on the wave
Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.
Monthly Fund Commentary
Individuals capitalise on market undervaluation
Bertrand Faure discusses the stocks that have contributed to the continuing success of the Strategic European Silver Stars Fund, which is up 23% YTD.
Monthly Fund Commentary
Growth optimism
Willem Vinke discusses global growth expectations as more economies reopen.
Monthly Fund Commentary
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
Monthly Fund Commentary
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
Monthly Fund Commentary
Generating alpha through the recovery
Willem Vinke describes expectations of an imminent and strong economic recovery.
Monthly Fund Commentary
Vaccines and political stability
Willem Vinke discusses the political stability following the roll out of vaccines.
Monthly Fund Commentary
2020: Unprecedented polarisation and rotation
Bertrand Faure reflects on a year dominated by macro events and considers the factors leading to a favourable environment for active investors and fundamental stock pickers in 2021.