European stocks turning bullish

Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.

Stocks becoming too expensive

Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.

Investing in resilient companies with strong cash flow generation is key to managing downside

Bertrand Faure describes the strategies and plans to come out of the temporary crisis on a stronger footing.

How will inactivity in China impact European markets?

Bertrand Faure and team have undertaken a study on each of the individual positions in the portfolio to develop an understanding of the direct and indirect impact of a prolonged period of inactivity in China.

2019 proved to be high-quality, despite the surprises

Despite the many surprises of 2019, it was a good year for the Fund. Bertrand Faure comments.

Strong performance to close out the year

Bertrand Faure explains the Fund's strong performance for November.

Some strong H1 results despite equity markets’ lack of direction

Bertrand Faure provides an overview of the top and bottom contributors to the Fund.

European equity markets are showing signs of becoming more rational in 2019

Bertrand Faure provides insight on the European equity markets and his Fund’s investment process.