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deDefence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
Fund Commentary • 13-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
Fund Commentary • 19-08-2022
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
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
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
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
Fund Commentary • 17-06-2022
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
Identifying robust companies
Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.
Fund Commentary • 13-05-2022
Making defensive preparations
Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.
Fund Commentary • 10-05-2022
Ebbs and flows
Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.
Fund Commentary • 19-04-2022
Interpreting the cycle
Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.
Fund Commentary • 12-04-2022
What a difference a month makes
Willem Vinke reflects on the difference in focus and priorities between the start and end of February and their influences on the macroeconomic climate.