Phileas’ Investment Approach to European Equities

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

An introduction to Phileas Asset Management

Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.

Undervalued stocks will have their day

Bertrand Faure discusses the current market situation and how certain stocks are significantly undervalued.

When the mist clears

Bertrand Faure outlines the opportunities that are materialising following a volatile September.

Riding high on the wave

Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.

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.

Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

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.

Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

Generating alpha through the recovery

Willem Vinke describes expectations of an imminent and strong economic recovery.

Vaccines and political stability

Willem Vinke discusses the political stability following the roll out of vaccines.

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.