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deIdentifying 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.
Fund Commentary • 08-04-2022
Countering the blurred outlook
Ludovic Labal and Cyril Bertrand discuss the strategy of the Fund in preparation for the unclear road ahead.
Fund Commentary • 10-03-2022
Resilience through preparation
Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.
Fund Commentary • 09-03-2022
Balancing Quality
Cyril Bertrand and Ludovic Labal reflect on the swings in market sentiment seen in January.
Fund Commentary • 11-02-2022
The two sides of the coin
Bertrand Faure reflects on a turbulent January and reaffirms the Fund’s stock-picking fundamentals.
Fund Commentary • 07-02-2022
SEQF performance review – January 2022
Ludovic Labal and Cyril Bertrand expand on the Fund’s performance through January given the recent market rotation.
Fund Commentary • 26-01-2022
Laying foundations for future growth
Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.
Fund Commentary • 12-01-2022
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.
Fund Commentary • 05-01-2022
2021 Wrap Up by Bertrand Faure
Bertrand Faure reflects on 2021 and discusses the predictions for 2022.