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deSturdza 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.
Video
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.
Video
The Sturdza Family Fund – An Introduction
Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.
Video
Investor anxiety calmed by stimulus measures
Lilian Co discusses Hong Kong’s relief measures and the dependence of a 2H recovery on the re-opening of economies in Europe and the US.
Monthly Fund Commentary
Oil market stabilising with global economy to recover from 3Q 2020
Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.
Monthly Fund Commentary
Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.
Monthly Fund Commentary
A cautious approach
Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.
Monthly Fund Commentary
Japan’s resilient industries
Mitsuhiro Yuasa explores opportunities in industries that he believes will benefit from local demand, and envisages that exporters will be supported by the stability of the USD.
Monthly Fund Commentary
Markets rebound on global governments’ “whatever it takes”
Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.
Monthly Fund Commentary
Tactical decrease of credit risk
Eric Vanraes sets out the strategy of reducing risk and seizing quality opportunities in a time when future contracts cross the zero line.
Monthly Fund Commentary
Market correction provides an opportunity
Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.
Monthly Fund Commentary
The shape of the recovery
Bertrand Faure: “Unprecedented global health, economic and financial crisis – the impact is likely to be temporary, the question however is how deep the decline will be?”