EI Sturdza attended FINANZ’18, Switzerland’s largest financial fair from 31 January to 1 February 2018.
Below are a selection of our portfolio managers and their insights:
Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund explains why China’s ‘New Economy’, a term she uses to describe the region’s growing technology, healthcare and education sectors, is likely to lead the market to sustained economic growth over the longer term.
Mitsuhiro Yuasa, portfolio manager of the EI Sturdza Strategic Japan Opportunities Fund, outlines the background to Rheos Capital Works and the recent partnership with EI Sturdza to form the Strategic Japan Opportunities Fund. In addition, Yuasa provides an overview of their investment process, philosophy and strategy.
Bertrand Faure, portfolio manager of the EI Sturdza Strategic European Smaller Companies Fund, discusses how small-cap equity markets in Europe have evolved in recent years.