A European equity portfolio that has the potential to thrive over the long-term. The Strategic European Silver Stars Fund

The Strategic European Silver Stars Fund, managed by Bertrand Faure, aims to add value despite challenging market conditions, looking beyond the usual investment opportunities in European equities to build a differentiated portfolio that can perform over the long term.

The pillars of our investment philosophy are ‘High Conviction and Concentration’ and ‘Discipline and Prudence’. These pillars shape the way we invest. Our investment team applies a fundamental research process, often analysing companies for years before they invest in them.

We seek out lesser-known and unique investment ideas, deploying capital in companies that have resilient business models and significant cash flow generation capabilities. As a result of this approach, we have managed to successfully navigate the challenging investment environment in 2020 and have delivered consistently strong performance.

Since its inception in May 2015, the Fund has returned 90%, significantly outperforming its benchmark by 59%. This strong absolute and relative performance translates into an annualised return of 11.3%, compared with 4.6% for the benchmark over more than 5 years.* Past performance is no guarantee of future results.

Bertrand Faure, Portfolio Manager“We have always prided ourselves on finding lesser-known investment ideas via a detailed fundamental research process, searching beyond the familiar paths and themes to build a differentiated portfolio that can thrive over the long term, surviving even the harshest market environments.”

Bertrand Faure
Portfolio Manager

Sign up to receive monthly investment insights from our award-winning independent portfolio managers.

     
*Mandatory field

As always, we invite investors and prospective investors, to get in touch if they wish to understand our views and the positions held in the portfolio.
Please do not hesitate to contact us or visit the Strategic European Silver Stars Fund page >

Adam TurbervilleAdam Turberville
Director
+44 1481 742380
a.turberville@ericsturdza.com

The views and statements contained herein, including those pertaining to contribution analysis, are those of Pascal Investment Advisers SA in their capacity as Investment Adviser to the Fund as of 03/03/2021 and are based on internal research and modelling. Please click on Disclaimer Page to view full disclaimers. 

*Performance as of 30/04/2021, figures provided by EISSML. Individual performance of the Fund may vary and historical data is not an indication of future results.

DISCLAIMER – IMPORTANT: Capital at Risk. Past performance is no guarantee of future results. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. For Professional Investors only with the exception of Switzerland where the Fund is approved for qualified and non-qualified investors. This communication is issued by E.I. Sturdza Funds plc, registered for distribution in Austria, France, Germany, Ireland, Italy, Spain, Switzerland and the United Kingdom. The Fund has appointed E.I. Sturdza Strategic Management Limited, as the investment manager and global distributor and is regulated by the Guernsey Financial Services Commission and registered under Company Number: 35985. E.I. Sturdza Funds plc and its sub-funds are Irish funds authorised by the Central Bank of Ireland. The funds are approved for distribution in Switzerland by FINMA. The Swiss representative and the paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva, Switzerland. They are also approved for distribution in the United Kingdom. This communication is approved for issue in the United Kingdom to Professional Investors by E.I. Sturdza Investments Limited, Claridge House, 32 Davies Street, London, W1K 4ND which is an appointed representative of Mirabella Advisers LLP which is authorised and regulated by the Financial Conduct Authority. The prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I. Sturdza Funds plc can be obtained, free of charges, at www.ericsturdza.com or from the Swiss representative’s head office. The information contained herein is estimated, unaudited and may be subject to change. This document is intended for information purposes only and is not intended as an offer or recommendation to buy, sell, or otherwise apply for shares in the funds. © 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Performance and allocation data provided as of 30/04/2020. The Strategic European Silver Stars Fund (B EUR Class) received a 4-star Morningstar Overall Rating and a 4-star Morningstar 5-year Rating. Morningstar Ratings as of 30/04/2021. The Strategic European Silver Stars Fund received a 3 Globe Morningstar Sustainability Award. Morningstar Sustainability Rating as of 31/03/2021. Out of 689, Europe Equity Mid/Small Cap funds as of 31/03/2021. Based on 85.15% of AUM. Historical Sustainability Score as of 28/02/2021. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score. Data is based on long positions only.