All Insights
In September, both the TOPIX Index and the Nikkei 225 Index recorded new year-to-date highs
The Nikkei 225 Index closed the month at 16,173.5 (up 4.9% MoM) and the TOPIX Index at 1,326.3 (up 3.8%...
Monthly Fund Commentary
The economic situation deteriorated further in Europe
By Eric Vanraes and Pascal Perrone In September, the European Central Bank (ECB) cut interest rates and announced additional measures including a...
Monthly Fund Commentary
A meaningful market correction finally materialized in September
By Lilian Co With the MSCI China Index tumbling 6.6% after it had recovered 22.5% from the lows seen in March. Softening...
Monthly Fund Commentary
Willem Vinke discusses the EI Sturdza Strategic Europe Value Fund
Portfolio manager Willem Vinke has built a European portfolio with a preference for high quality businesses trading at discounted prices and is a bottom-up stock picker who has been managing portfolios within the same discount to cashflow framework for over 20 years.
Video
Chinese growth story is far from over
Lilian Co, portfolio manager, provides insight on the Fund's naming, aims and strategy as well as the Fund's investment philosophy and process.
Video
Eric I. Sturdza and Georges Gutmans talk about their vision for EI Sturdza
Eric I. Sturdza and Georges Gutmans talk about their vision for EI Sturdza.