Bucking the trend

Bertrand Faure reflects on the bearish moods of the markets with positive reports going unrewarded.

Fund Commentary • 09-05-2022

Webinar: The benefit of volatility for fundamental investing

Bertrand Faure provides insights into his investing style and differentiated portfolio in this webinar hosted by allocator.

Webinar • 26-04-2022

Takeover Potential

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

Undervalued stocks will have their day

Bertrand Faure discusses the current market situation and how certain stocks are significantly undervalued.

Fund Commentary • 08-11-2021

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