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DISCLAIMER

Important Information. Investment involves 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. All visitors to this website should not treat the content of this website as taxation advice. 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 on the website. The website is for information only and is not to be construed as solicitation or an offer to purchase or sell investments and nothing on the website should be construed as being personal investment advice for your particular circumstances.

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An Introduction to the Sturdza Family Fund

Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.

INVESTMENT TEAM – BANQUE ERIC STURDZA SA

Eric I. Sturdza

PORTFOLIO MANAGER

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 Sturdza

PORTFOLIO MANAGER

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.

Marc Craquelin

Senior Adviser – Asset Allocation

Marc has extensive experience within the industry, having held senior positions at Finacor, EBPF, LFDE and finally at La Financière De L’Echiquier (LFDE) since 1986. 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. Marc was awarded the 2016 CIO of the year by “l’AGEFI” before leaving LFDE in October 2017.

Eric Vanraes

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.

Pascal Perrone

Deputy Portfolio Manager – Fixed Income

Pascal Perrone is senior portfolio manager of fixed income investments within the Sturdza Private Banking Group, where he has been employed since February 2013. Pascal is currently Deputy Fund Manager and has worked in fixed income investing since 1999. 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. 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.

Ratings & Awards

Disclaimer

Risk Warning

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.