European Fund Manager of the Year

Contrarian investor Nicolas Walewski of Alken has won the Morningstar European Fund Manager of the Year award thanks to an "outstanding" performance record

Maarten van der Pas 28 March, 2014 | 9:59AM

Nicolas Walewski is a contrarian investor who does not invest according to momentum trends and does not follow the crowd for his fund Alken European Opportunities. He is an opportunistic investor with an outstanding record of outperformance who is not afraid to close his fund to protects his investors. These qualities make him Morningstar’s European Fund Manager of the Year for European Equity.

“Walewski  is a fine example of stewardship,” says Morningstar analyst Thomas. “This is evidenced by his decision to close Alken European Opportunities to new subscriptions in order to protect the returns of existing investors. This means he is refusing money and additional fees in the interests of current investors. He closed the fund in 2007 and again in 2013.”

Walewski was named European Fund Manager of Year for European Equity at a special ceremony Thursday evening as part of the Morningstar Investment Conference Europe in Amsterdam.  Other nominees included Tim Stevenson, manager of the Henderson Horizon Pan European Equity and Henderson Euro Trust (HNE) and Isabel Levy manager of Métropole Sélection.

Nicolas Walewski has 20 years of investment experience. He began his career in 1993 at Crédit Lyonnais, moving on to work as manager at Bank Syz where he produced excellent results as head of the Oyster European Opportunities Fund. Walewski founded Alken Asset Management in December 2005 and has surrounded himself with a strong team in terms of experience and qualifications. Over five years to the end February 2014 Alken European Opportunities has widely outperformed its competitors.

Lancereau added: “We appreciate that Walewski, like most members of the team, invests himself in his fund. This is a good way to show engagement with investors.”

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alken European Opportunities R196.82 EUR-0.34
Henderson EuroTrust Ord1,260.00 GBP-2.70
Janus Henderson Hrzn Pan Eurp Eq A2 EUR31.20 EUR1.01

About Author

Maarten van der Pas

Maarten van der Pas  is the financial markets editor at Morningstar Benelux.

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies