Chers co-investisseurs, Depuis le 2 novembre 2018, la part B du fonds BDLCM Funds – Durandal est ouverte aux investisseurs suivie par la part E en mai 2019. Certains d’entre vous ont déjà adhéré à notre stratégie systématique, quantamentale et cohérente avec...
The danger of paying too much: return to the future? "People know the price of everything and the value of nothing," Oscar Wilde. Dear co-investors, Paying too much for a company or any other asset always generates disappointments. They have two origins ...
Dear fellow investors,
Our investments are looking somewhat healthier. Not glowingly so in the case of BDL Rempart Europe, whose I
units were up +3.90% and C units up +3.64% at 30/04/2019, but BDL Convictions is fighting fit, with its I units up
+16.52% and C units up +16.23% at 30/04/2019. In the second part of this newsletter we will cover your and our
interest in short investment in more detail.
10 years have passed since the second largest financial crisis in history. Last September, our Long Only European Equity Fund, BDL Convictions, also celebrated its tenth anniversary. He has an honorable performance of 12.04% per year ...
Dear co-investors, The BDL Capital Management team wishes you a Happy New Year 2019. The year 2018 will have had a lot of difficulties for us and therefore for your investments. We are not sorry to turn the page even though we are quite ...
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