Gilles Stuttgen

Adelio Partners believes that long-term outperformance in equities comes from the integration of fundamental research with rigorous process discipline and engagement with corporates. The firm aims to create a new asset management model and combine this with superior sustainable returns and a better alignment of interests within the team, with investors, and with all other stakeholders.

Alken is a European equity specialist boutique whose investment philosophy is to consistently maximize long-term shareholders’ returns. The objective of the firm is to build a diversified product portfolio that aims to address different investors' risk profiles. The firm manages European equity portfolios and focuses on companies with a combination of high or growing ROCE and sales growth potential. They believe long-term outperformance is best achieved through stock-picking and portfolio construction skills. Alken monitors equity market valuations as a comparison to their stock-picking analysis.