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

€ 337,000,000

image

Class

-

image

Ongoing Charges

Management Fee: 1%, Performance Fee: 10%


10 Main Holdings

Holdings % of Fund
Fiat Chrysler NV 6.40%
Just Eat Takeaway.Com NV 5.00%
Carrefour SA 4.70%
Cie De Saint-Gobain 4.60%
Glencore 4.50%

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: 31 December 2020

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

image

Start Date

03 January 2006

image

Total Years

15

Total Returns

Total Annualised
Since Inception 114.85% 5.23%
10 Year Return 74.67% 5.74%
5 Year Return 1.17% 0.23%

Benchmark(s) Returns

Total Annualised
Since Inception 84.44% 4.17%
10 Year Return 84.08% 6.29%
5 Year Return 23.24% 4.27%

Relative Returns

Total Annualised
Since Inception 30.41% 1.06%
10 Year Return -9.41% -0.55%
5 Year Return -22.07% -4.04%

Benchmark(s)

MSCI Europe NET

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Alken European Opportunities Europe € 337,000,000 -
Alken Fund Small Cap Europe Europe Small Caps € 96,000,000 -
Alken Continental Europe Europe € 61,000,000 -