en
fr
deGrowth 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.
Fund Commentary • 08-09-2022
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.
Fund Commentary • 11-08-2022
Sentiment swing… or seesaw?
Bertrand Faure shares his insights into investor sentiment through the July rally.
Fund Commentary • 11-08-2022
Rich pickings
Bertrand Faure discusses his strategy and the prosperous opportunities that lay ahead.
Fund Commentary • 15-07-2022
Stock deratings provide compelling opportunities
Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.
Fund Commentary • 14-07-2022
Timing of the rebound
Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.
Fund Commentary • 15-06-2022
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.
Fund Commentary • 09-06-2022
Identifying robust companies
Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.
Fund Commentary • 13-05-2022
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.
Webinar • 26-04-2022
Interpreting the cycle
Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.
Fund Commentary • 12-04-2022
Takeover Potential
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.