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deWill 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
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
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
Takeover Potential
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.
Fund Commentary • 08-04-2022
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
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
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.
Fund Commentary • 16-12-2021
Rotation presents undervalued opportunities
Bertrand Faure discusses the increased uncertainty and volatility that have returned to markets and the resulting great entry points that have become available.
Fund Commentary • 07-12-2021
When the mist clears
Bertrand Faure outlines the opportunities that are materialising following a volatile September.
Fund Commentary • 07-10-2021
Riding high on the wave
Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.
Fund Commentary • 06-09-2021
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