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16/05/202016/05/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOESG Team, Jean Keller, Marc Saint John Webb, Mark Ebert, Martina Turner, Philip Best, Rupert Kimber

Return from Quarantine – Weekly Update – 15 May 2020

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08/05/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOESG Team, Jean Keller, Marc Saint John Webb, Mark Ebert, Martina Turner, Philip Best, Rupert Kimber

Letter from confinement – Weekly Update – 8 May 2020

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01/05/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOESG Team, Jean Keller, Marc Saint John Webb, Mark Ebert, Martina Turner, Philip Best, Rupert Kimber

Letter from confinement – Weekly Update – 1st May 2020

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24/04/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOArrash Zafari, ESG Team, Jean Keller, Marc Saint John Webb, Mark Ebert, Martina Turner, Philip Best, Ray Hirsch, Rupert Kimber

Letter from confinement – Weekly Update

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23/04/2020NewsEuropean Small Cap EquityArrash Zafari

New Europe Equity Fund – Portfolio Update

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21/04/202021/04/2020NewsResponsible InvestmentESG Team

Remote Working

For four weeks now, the majority of our firm has worked from home. Thanks to a fantastic head of IT, and significant investment in video conferencing last year, our work has continued without a blip. Each in our own homes we’re able to use our systems, securely locate files from our drives and speak to each other face to video-face whenever we need to.

16/04/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOESG Team, Jean Keller, Marc Saint John Webb, Martina Turner, Philip Best, Ray Hirsch, Rupert Kimber

Letter from confinement – Weekly Update

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09/04/202009/04/2020NewsEuropean Small Cap Equity, Regional Equity, Responsible Investment, Thematic Equity, Word from the CEOESG Team, Jean Keller, Marc Saint John Webb, Mark Ebert, Philip Best, Ray Hirsch, Rupert Kimber

Letter from confinement – Weekly Update

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08/04/202008/04/2020NewsEuropean Small Cap EquityMarc Saint John Webb, Philip Best

European Small Cap Equity Funds – Portfolio Update

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06/04/202006/04/2020NewsWord from the CEOJean Keller

La mort du cygne noir

Cette chronique de Jean Keller a été publiée dans Le Temps du 6 avril 2020. Lire l’article.

Comme nous venons d’en avoir cruellement la confirmation, les mesures habituelles de contrôle du risque ne protègent que contre des situations déjà connues. De fait, la destruction de valeur importante de ces dernières semaines nous montre qu’il est peut-être temps de revenir aux fondamentaux pour redonner la priorité à l’économie réelle.