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10 years have now passed since the second biggest financial crisis in history.

Last September, our European Long Only Equity fund, BDL Convictions, also celebrated its tenth anniversary. It has delivered a more than respectable performance of 12.04% over 10 years, putting it in the top 5% of European funds in its category over the period from 20/03/2009 to 18/03/2019 (source: Morningstar, Europe Large-Cap Blend Equity Category*). The strategy has EUR 600 million in assets under management, and our team of analysts has grown considerably over the past decade. This gives us hope that we can do at least as well over the next 10 years, in both absolute and relative terms.

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