EN
ESNikolas Walewski
Nikolas Walewski
- AAA Rated Fund Manager
- As at: 30 June 2020
- Keyword Tags: Europe Small Caps
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.
Showcase Investment Fund
Alken European Opportunities
Investment Strategy
Value investing using fundamental analysis
ISIN
LU0235308482
Showcase Investment Fund
AUM
€ 510,000,000
Class
-
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
Start Date
03 January 2006
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)
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 | - |