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.

Takeover Potential

Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.

Resilience through preparation

Bertrand Faure discusses the positioning of the Strategic European Silver Stars Fund in preparation for whichever scenario unfolds.

The two sides of the coin

Bertrand Faure reflects on a turbulent January and reaffirms the Fund’s stock-picking fundamentals.

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.

2021 Wrap Up by Bertrand Faure

Bertrand Faure reflects on 2021 and discusses the predictions for 2022.

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.

When the mist clears

Bertrand Faure outlines the opportunities that are materialising following a volatile September.

Riding high on the wave

Bertrand Faure reflects on the macro events and expands on the stocks that have contributed to performance in August.

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.

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.

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.