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Monthly Update: December 2016

17 January 2017
Dear Investors, Our global equity fund Aphilion Q² - Equities recently marked its 15th anniversary. It was an interesting era to start: the fund was launched in the period after the dot-com bubble burst, and also just a few months after the 9/11 attacks. In those first years, the world economy was stimulated by solid growth in the emerging markets, until markets peaked in 2007 after the first signs of troubles in the US real estate market. It resulted in a heavy financial crisis, and only ...

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 2017

8 December 2017
November was a yoyo month for equity markets, and our funds. We started the month with a new all-time high for our long-only global equity fund Aphilion Q² - "Equities": 336.81€ on November 6th, which amounts to an annualised return of +7.9% since its launch at the end of 2001. But the fund nevertheless closed the month slightly lower, showing once again that hot economic figures often leave the market cold. And rightly so: look forward, not back... Balance had a negligible&...