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Monthly Update: January 2016

12 February 2016
Dear Investor, An upsurge in stock market volatility in the first weeks of 2016 has increased the anxiety level of many investors. Renewed turbulence on the Chinese markets, fear of a global economic slowdown and even the plummeting oil price, led to steep corrections in equity markets. With the late summer of 2015 in mind, we would not describe the current volatility outburst as exceptional. But the witnessed correlation between equity markets and the oil price is quite remarkable. That both a...

Monthly Update: December 2015

12 January 2016
Dear Investor, With the final whistle blown on 2015 trading, here is the year's scorecard for the Aphilion funds. Our funds have proven yet again that our methodology is able to generate stable outperformance (alpha, with or without beta), with a high repeatability of past performance.  Our global long only UCITS fund Aphilion Q² - Equities managed to limit losses to 2.6% in December, outperforming the MSCI World Index (in euro) by almost 2% (-4.5%). In the fourth quart...

Monthly Update: November 2016

13 December 2016
Dear Investors, November was a remarkable month for equity markets around the world, catalyzed by the US Presidential election and an overhang around Europe's path forward with the ongoing saga of European banks. In the aftermath of the US election, financial markets responded positively to expectations for policies like tax reform, reduced regulation, and increased fiscal spending, that could lead to more growth and higher inflation. Markets in the US posted new record highs, and the US Do...