2023 drivers: resilience and productivity

Cyril Bertrand and Ludovic Labal discuss the portfolio holdings and their expectations for 2023.

Fund Commentary • 17-01-2023
Cyclical stocks rebound

Cyril Bertrand and Ludovic Labal discuss the increasing sensitivity of investor sentiment towards ESG factors.

Fund Commentary • 12-12-2022
Active ownership in the European equity space

Ludovic Labal and Cyril Bertrand discuss the processes and practices they employ to manage the Fund's ESG exposure.

Fund Commentary • 08-12-2022
Seizing new opportunities

Cyril Bertrand and Ludovic Labal analyse the stocks that have contributed to October's gains.

Fund Commentary • 17-11-2022
Will history repeat?

Cyril Bertrand and Ludovic Labal investigate the cyclical nature of the economy, using this to guide the structure of the portfolio.

Fund Commentary • 12-10-2022
Growth profiles strengthening

Cyril Bertrand and Ludovic Labal explore the macro influences and the changes within the Strategic Europe Quality Fund.

Fund Commentary • 13-09-2022
Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Fund Commentary • 11-08-2022
Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.

Fund Commentary • 14-07-2022
Timing of the rebound

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.

Fund Commentary • 15-06-2022
Identifying robust companies

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

Fund Commentary • 13-05-2022
Interpreting the cycle

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

Fund Commentary • 12-04-2022
Countering the blurred outlook

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

Fund Commentary • 10-03-2022