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Alken Fund - Small Cap Europe-R

Ranked 2 out of 188 in - European Small & Medium Companies over 12 months
All calculations are in EUR

Managed by

Nicolas Walewski

Nicolas Walewski was born in 1965 in Neuilly-sur-Seine, France. He attended Ecole Polytechnique, Paris and Ecole National De La Statistique Et De L’Administration Economique where he gained a Masters in Engineering. He joined Credit Lyonnais in 1993, and was a currency options portfolio manager. He moved to Frankfurt and became an index options portfolio manager and a buy-side analyst specialising in media and information and was responsible for the European equity portfolios. In 1998, he joined Banque Syz and became fund manager of the Oyster European Opportunities fund. He founded Alken Asset Management in 2006 and manages the Alken European Opportunities fund. Nicolas lists tennis, music and walking among his interests outside of fund management.

Objective

Fund's objective is to provide capital growth, primarily through dynamic investment in a growth/value style biased portfolio of equity securities of undervalued European companies with a high growth potential, focussing on small and mid caps that are headquartered in Europe, or conduct the preponderant part of their activity in Europe.

Performance

European Small & Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 12.0% 13.8% -0.6% -1.0%
2013 46.2% 12.4% 4.3% 14.6% 8.9%
2012 32.1% 19.1% -8.8% 12.7% 7.8%
2011 -23.0% -1.9% 3.1% -24.2% 0.4%
2010 23.1% 6.1% -7.1% 6.9% 16.8%
2009 44.3% -5.2% 24.7% 21.4% 0.6%
2008 -40.2% -10.3% -5.7% -14.6% -17.2%
2007 -17.8% -6.9% -11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Related News

Alken soft closes Walewski's absolute return fund at €2 billion

Independent investment firm opts to stem flows into fund of fund favourite's absolute return vehicle.  

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).