Investing in European ‘Quality Growth’?

Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.

News

A sense of déjà vu

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

Monthly Fund Commentary

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Citywire look at the top performing groups within each sector, considering performance of up to 7 years for the group awards.

News

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

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

March review: Cautious outlook remains

Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.

Monthly Fund Commentary

Fund Update – November 2018

The Strategic Europe Value Fund (EUR I Class) returned 0.13% in November, outperforming its index by 1% and the Strategic Global Quality Fund returned 1.20%, outperforming its benchmark by 0.06%.

Monthly Fund Commentary

October update – A preference for defensive portfolio positioning

The Strategic Europe Value Fund declined -4.24% in October, outperforming its index by 1.07 percentage points. The best performing sectors in terms of alpha were Materials and Industrials, due to strong stock selection. The Fund’s overweight to the Consumer Staples and Health Care sectors and its slightly higher cash position also helped.

Monthly Fund Commentary