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de2023 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.