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
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
Individuals capitalise on market undervaluation
Bertrand Faure discusses the stocks that have contributed to the continuing success of the Strategic European Silver Stars Fund, which is up 23% YTD.
Fund Commentary • 12-08-2021
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
Fund Commentary • 07-07-2021
Three vaccines and a rally
Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.