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author Olivier Dambrine - January 17, 2017

In 2016 our European portfolio performed remarkably well. After the 55% rise in 2015, it increased 26% in value in 2016, bringing the FY alpha to a wonderful 27.2. Performance was also very good at an individual stock level with very few negative surprises...[more]

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author Olivier Dambrine - December 31, 2016

2016 is coming to an end...[more]

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author Olivier Dambrine - December 15, 2016

Did you know that of the 12 positions we added to the European portfolio during the last 12 months, only 2 showed a small loss. One position doubled in value and 2 positions showed a gain of 50% or more. 3 positions added close to 30% to their value and 2 positions gained between 10 and 20%. The average of the investments recommended during the 12 last months is 27%, not bad if you compare this to a 1.6% loss for the STOXX600...[more]

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author Olivier Dambrine - November 8, 2016

While the STOXX600 continued its downward trend and ended October at -7.3%, our European portfolio maintained its upward course by adding 560 basis points. This brings the YTD return (TWR) to +19.2% or an alpha of 26.5! To see an up to date chart of the YTD performance, click here...[more]

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