October update – A preference for defensive portfolio positioning
The Strategic Europe Value Fund declined -4.24% in October, outperforming its index by 1.07 percentage points. The best performing sectors in terms of alpha were Materials and Industrials, due to strong stock selection. The Fund’s overweight to the Consumer Staples and Health Care sectors and its slightly higher cash position also helped.
September update – Cautious view maintained
The Strategic Europe Value Fund returned 0.58% over the month, slightly outperforming its benchmark (+0.53%). Stock selection was strong during September, particularly in the Information Technology and Consumer Staples sectors.
Five Star Morningstar Rating for the ‘Strategic Global Quality Fund’
The Strategic Global Quality Fund (“Fund”) launched in December 2014 is now five star rated (three year and overall) by Morningstar.
Eric Sturdza Investments wins Citywire Switzerland Group Equity Award
Eric Sturdza Investments is delighted to be awarded Best Group in the Europe - Equity category at the Citywire Switzerland Awards 2017.
Eric Sturdza Investments wins two Citywire Italy awards
Eric Sturdza Investments collected the European Equity and Best Fund Manager Awards at Citywire's awards ceremony held in Milan, Italy.
Eric Sturdza Investments wins Citywire Germany award for European Equities
Eric Sturdza Investments won the inaugural Citywire Germany Award for the European Equity category.
Eric Sturdza Investments wins at the Investors Choice Awards 2016
The Strategic Europe Quality Fund received the Investors Choice Award for Long Only Equity Fund - Long Term Performance.
Willem Vinke recognised by L’Agefi Indices for significantly outperforming the sector
We are pleased to announce that Willem Vinke, portfolio manager of the Strategic Europe Quality Fund, has been ranked number 13 in the 2015 edition of “Top 100 Fund Managers” by L’Agefi Indices in Switzerland.
Selecting Top Performers
We are happy to announce that the EI Sturdza Strategic Europe Value Fund is celebrating its fifth anniversary.
Eric Sturdza Investments achieves multiple Citywire ratings
Eric Sturdza Investments is proud to announce that Citywire has awarded recognition to a number of our fund managers via their Manager Ratings platform.
The Fund outperformed its benchmark index in October
During the first half of October, global equity markets fell sharply due to investors’ concern over faltering economic growth; worries...