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deIdentifying 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
Balancing Quality
Cyril Bertrand and Ludovic Labal reflect on the swings in market sentiment seen in January.
Fund Commentary • 11-02-2022
SEQF performance review – January 2022
Ludovic Labal and Cyril Bertrand expand on the Fund’s performance through January given the recent market rotation.
Fund Commentary • 26-01-2022
Laying foundations for future growth
Ludovic Labal and Cyril Bertrand reflect on the macroeconomic environment and review the stocks that have contributed to performance.
Fund Commentary • 12-01-2022
A quality structure
Ludovic Labal and Cyril Bertrand reflect on the developments over the past month and set the stage for 2022.
Fund Commentary • 13-12-2021
Phileas’ Investment Approach to European Equities
Ludovic Labal and Cyril Bertrand provide an overview of Phileas' investment approach with a focus on 'Quality' European Equities.
Webinar • 23-11-2021
An introduction to Phileas Asset Management
Ludovic Labal and Cyril Bertrand provide an overview of Phileas Asset Management and their team.
Webinar • 23-11-2021
Phileas Asset Management appointed to run flagship European equity strategy
Eric Sturdza Investments has partnered with Phileas Asset Management to act as an investment adviser for its Strategic Europe Quality Fund.
News • 01-11-2021
Appointment of Phileas Asset Management – An evolution of the Strategic Europe Quality Fund
Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.
News • 29-10-2021
Global growth outlook biased towards defensive stocks
Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.