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Discover the Sturdza Family Fund
An Introduction to the Sturdza Family Fund
Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.
Sturdza Family Fund: Overview of the Team
Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.
Sturdza Family Fund: Objective, Philosophy & Risk Management
The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.
Investment Team – Banque Eric Sturdza SA
Eric I. Sturdza
Eric Sturdza’s distinguished career in Private Banking and Asset Management spans more than four decades.
He obtained his Master’s Degree in Economics and Business Administration from the University of Lausanne and started in the asset management division of Banque de l’Indochine, eventually holding senior leadership posts in various asset management firms, including KIPECO (affiliated with Kidder Peabody) and Citibank. Pursued by Baring Brothers in 1984, he established Banque Eric Sturdza and became its sole owner in 2005.
Today, the Group consists of a global network of financial institutions, including Banque Eric Sturdza, Coges Corraterie Gestion S.A., Eric Sturdza Management Company and E.I. Sturdza Strategic Management Ltd, the group’s asset management business set-up in 1999 to manage a range of funds in partnership with a select number of investment managers globally.
Eric was the Portfolio Manager to the Strategic US Momentum & Value Fund and responsible for its investment strategy from December 2011 through to its termination on the 14th December 2018, at which time the Sturdza Family Fund was simultaneously launched. The new Fund retained Eric’s investment philosophy at its heart, focusing on high growth and stable companies, but included more diversity and complementary geographical and financial opportunities. The broadening of the investment universe to include bond instruments primarily aimed to reduce the volatility of returns, which the team believed would enable the Sturdza Family Fund to robustly navigate periods of uncertainty and give the Fund the ability to redeploy capital when markets allowed it.
Constantin has been actively managing US equities for 7 years. He previously trained at Clarkson’s (London) as a broker in Deep Sea Tankers and thereafter worked in operations for Nereus Shipping. He holds a Bachelor’s degree in Economics from Rollins College, where he co-founded the International Business Club.
David Haynal, CFA
Deputy Portfolio Manager – Equity
David Haynal is a graduate of the University of St. Gallen where he earned both a Bachelors Degree in Economics and in Business Administration. After training in Equity Derivatives at UBS Investment Bank (Zurich), he worked for two years at Geneva-based HBK Investments Advisory, focusing on their in-house portfolio strategies. He joined Banque Eric Sturdza in 2012. David is a CFA charterholder.
Senior Adviser – Asset Allocation
Marc Craquelin is a well-known investment professional in France and across Europe with extensive experience within the asset management industry. Marc was the former Chief Investment Officer (‘CIO’) and Member of the Executive Committee at La Financière de L’Echiquier from 2009 to October 2017. During his career, Marc held positions both in management and also as an active fund manager. In 2016, Marc was awarded CIO of the year by AGEFI. His professional career started in 1986 in the industry, having held senior positions at Finacor, EBPF, LFDE and finally at La Financière De L’Echiquier (LFDE). Marc joined LFDE in 2001 and was named CIO in 2009 taking charge of the investment team, with EUR 8.5 billion under management, investing in both the equity and fixed income (corporate and convertible) markets, overseeing the Investment process and providing top down macro guidance, as well as having overall responsibility for the implementation of new tools and the expansion of LFDE’s product range. Marc holds a degree from Ecole Polytechnique (X1982) and Ecole des Mines.
Portfolio Manager – Fixed Income
Eric Vanraes is head of fixed income investments within the Sturdza Banking Group, where he has been employed since July 2008. Eric has been a fixed income specialist since his career in finance started in 1991. Prior to joining the Sturdza Private Banking Group, Eric was a member of senior management at Union Bancaire Privée (UBP). He was also head of credit and absolute return portfolio management and manager of four SICAV sub-funds – Corporate Euro, Corporate US Dollar, Absolute Return Euro and Absolute Return US Dollar.
Deputy Portfolio Manager – Fixed Income
Pascal Perrone is the Deputy Manager of the Strategic Bond Opportunities Fund and of the Institutional mandates and fixed income investments products for the Sturdza Group. He is also deputy of fixed income investments at Banque Eric Sturdza SA, where he has been employed since February 2013. Prior to joining the Sturdza Private Banking Group, Pascal was a Director at Union Bancaire Privée (UBP) in Geneva, managing the 4 UBP Money Market Sicav sub-funds and the institutional fixed income CHF mandates for which he delivered above average performance. Pascal spent some time as a fixed income trader at Discount Bank & Trust Co and participated in the development of private bankers’ advisory services prior to the bank merger with UBP in 2002. Pascal started his career at Banque Cantonale Vaudoise (BCV) in Lausanne, occupying different positions before joining the Fixed Income execution desk in 1997. Pascal holds AZEK/CFPI expert in finance and investments diploma and ICMA certification (ex-ISMA).
Ratings & Awards
All investments involve a degree of risk. You should be aware that past performance is not necessarily a guide to future performance. The price of investments and income from them can fall as well as rise and may be affected by exchange rate movements between currencies. An investor may not get back the original amount invested. Any information relating to taxation is that currently available and may be subject to change. If you are in doubt about the suitability of an investment, please contact your financial adviser. Shares in the Fund should only be purchased by persons with professional experience and investors should refer to the Fund Prospectus and/or KIID for detailed information about potential risks involved before investing in financial instruments as well as the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. The Prospectus for each Fund is available from the website or from E.I. Sturdza Strategic Management Limited on request. For Swiss investors, copies of the Prospectus, KIID, articles of association, annual and semi-annual reports may be obtained free of charge at the seat of the Swiss representative and Swiss Paying Agent: Banque Eric Sturdza SA, Rue du Rhône 112, P.O. Box 3024, CH-1211 Geneva 3. By continuing, you confirm that you have read and understood this information and acknowledge the importance of reading the risk warnings within the Prospectus before investing.