Nikolas Walewski

image

Nikolas Walewski

Academic Background

  • Graduateed from Ecole Polytechnique, Paris, and holds a Masters degree from ENSAE (National College of Statistics and Economics)

Professional Background

  • Fund Manager at Banque Syz, London. Buy-side Analyst specialising in media and information technology. Fund Manager, Credit Lyonnais.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
image

Showcase Investment Fund

Alken European Opportunities

image

Investment Strategy

Value investing using fundamental analysis

image

ISIN

LU0235308482

Showcase Investment Fund

image

AUM

€ 510,000,000

image

Class

-

image

Ongoing Charges

Management Fee: 1%, Performance Fee: 10%


10 Main Holdings

Holdings (as at 30 June 2020) % of Fund
British American Tobacco 6.00%
E.On SE 5.90%
Carrefour 4.80%
B&M European Value 4.30%
Roche Holding 4.20%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

as at: 30 June 2020

image

Start Date

03 January 2006

image

Total Years

14

Total Returns

Total Annualised
Since Inception 90.79% 4.56%
10 Year Return 78.76% 5.98%
5 Year Return -14.46% -3.07%

Benchmark(s) Returns

Total Annualised
Since Inception 66.29% 3.77%
10 Year Return 89.01% 6.57%
5 Year Return 6.65% 1.30%

Relative Returns

Total Annualised
Since Inception 24.5% 0.79%
10 Year Return -10.25% -0.59%
5 Year Return -21.11% -4.37%

Benchmark(s)

MSCI Europe NET

Other Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Alken European Opportunities Europe € 510,000,000 -
Alken Fund Small Cap Europe Europe Small Caps € 96,000,000 -
Alken Continental Europe Europe € 61,000,000 -