Europe in 2023: Resilience pays off in stock picking

Bertrand Faure discusses the fundamental aspects of the Strategic European Silver Stars Fund that he believes can lead to another year of outperformance in 2023.

Fund Commentary • 17-01-2023
Strong resilience in a challenging environment

Bertrand Faure reflects on the characteristics of the Strategic European Silver Stars Fund that have led to a 13% outperformance of the benchmark in 2022.

Fund Commentary • 05-01-2023
Growing positive trend

Bertrand Faure discusses the continuance of a bull market in which European equities can excel.

Fund Commentary • 06-12-2022
Another month, another ambience…

Bertrand Faure examines the October rebound and surmises what this may mean for European equities.

Fund Commentary • 11-11-2022
Fundamental matters

Bertrand Faure demonstrates the need to return to fundamental selections, ahead of macro concerns.

Fund Commentary • 10-10-2022
Will 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