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deEurope in 2023: Resilience pays off in stock picking
Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.
Fund Commentary • 17-01-2023
2023 drivers: resilience and productivity
Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 2023.
Fund Commentary • 17-01-2023
Strong resilience in a challenging environment
Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.
Fund Commentary • 05-01-2023
Cyclical stocks rebound
Cyril Bertrand and Ludovic Labal discuss the increasing sensitivity of investor sentiment towards ESG factors.
Fund Commentary • 12-12-2022
Active ownership in the European equity space
Ludovic Labal and Cyril Bertrand discuss the processes and practices they employ to manage the Fund's ESG exposure.
Fund Commentary • 08-12-2022
Growing positive trend
Bertrand Faure discusses the continuance of a bull market in which European equities can excel.
Fund Commentary • 06-12-2022
Seizing new opportunities
Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.
Fund Commentary • 17-11-2022
Another month, another ambience…
Bertrand Faure examines the October rebound and surmises what this may mean for European equities.
Fund Commentary • 11-11-2022
Will history repeat?
Cyril Bertrand and Ludovic Labal investigate the cyclical nature of the economy, using this to guide the structure of the portfolio.
Fund Commentary • 12-10-2022
Fundamental matters
Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.
Fund Commentary • 10-10-2022
Growth profiles strengthening
Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.
Fund Commentary • 13-09-2022
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.