Identifying robust companies

Cyril Bertrand and Ludovic Labal explore the macro factors that are influencing European quality stocks.

Interpreting the cycle

Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.

Countering the blurred outlook

Ludovic Labal and Cyril Bertrand discuss the strategy of the Fund in preparation for the unclear road ahead.

Balancing Quality

Cyril Bertrand and Ludovic Labal reflect on the swings in market sentiment seen in January.

SEQF performance review – January 2022

Ludovic Labal and Cyril Bertrand expand on the Fund’s performance through January given the recent market rotation.

Laying foundations for future growth

Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.

A quality structure

Ludovic Labal and Cyril Bertrand reflect on the developments over the past month and set the stage for 2022.

Phileas’ Investment Approach to European Equities

Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

An introduction to Phileas Asset Management

Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.

Phileas Asset Management appointed to run flagship European equity strategy

Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.