Growth profiles strengthening

Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.

Will Q3 be so rosy?

Bertrand Faure describes his outlook for the rest of the year and why H1 results may be tough to repeat.

Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Sentiment swing… or seesaw?

Bertrand Faure shares his insights into investor sentiment through the July rally.

Rich pickings

Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.

Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.

Timing of the rebound

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.

Avoiding the European equities whirlpool

Discover the theory behind Bertrand Faure's stock picks that may thrive in the cyclical and ever tightening macro environment.

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.