Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Webinar: The benefit of volatility for fundamental investing

Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.

Interpreting the cycle

Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.

Countering the blurred outlook

Ludovic Labal and Cyril Bertrand discuss the strategy of the Fund in preparation for the unclear road ahead.

Resilience through preparation

Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.

Balancing Quality

Cyril Bertrand and Ludovic Labal reflect on the swings in market sentiment seen in January.

The two sides of the coin

Bertrand Faure reflects on a turbulent January and reaffirms the Fund’s stock-picking fundamentals.

SEQF performance review – January 2022

Ludovic Labal and Cyril Bertrand expand on the Fund’s performance through January given the recent market rotation.

Laying foundations for future growth

Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.

A strong finish to a strong year

Bertrand Faure reflects on some excellent results that sees the Strategic European Silver Stars Fund gain significant momentum in the final days of 2021.

2021 Wrap Up by Bertrand Faure

Bertrand Faure reflects on 2021 and discusses the predictions for 2022.