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
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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.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alken European Opportunities R256.24 EUR-0.08Rating
Henderson EuroTrust Ord1,495.33 GBP-1.46Rating
Janus Henderson Hrzn Pan Eurp Eq A2 EUR37.88 EUR-0.46Rating

About Author

Maarten van der Pas

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

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