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deFrom undervalued stocks to outsized gains
Bertrand Faure discusses the FY2020 reports released in March and the undervalued equities that may pave the way to future outsized earnings.
Monthly Fund Commentary
Fundamentals have returned
Bertrand Faure expands on the reasons for the Fund's 3.57% YTD relative outperformance and reports on the European markets, as great company results continue to drive stock prices up.
Monthly Fund Commentary
Markets continue to be very polarized
Bertrand Faure explores the events of the month and explains how the position of the Fund aided in resisting the bulk of the downturn.
Monthly Fund Commentary
Great opportunities for European equities around the corner
Bertrand Faure expands on the advantages of active management, which have resulted in the Fund outperforming the benchmark by over 30% in 2020.
Monthly Fund Commentary
2020: Unprecedented polarisation and rotation
Bertrand Faure reflects on a year dominated by macro events and considers the factors leading to a favourable environment for active investors and fundamental stock pickers in 2021.
Monthly Fund Commentary
Setting records investing in European equities
Bertrand Faure provides insight on how the renamed Strategic European Silver Stars Fund has delivered its highest monthly return since inception.
Monthly Fund Commentary
Eric Sturdza Investments announces changes to European Smaller Companies Fund
The Fund has been renamed the Strategic European Silver Stars Fund and references the Alpine Edelweiss or ‘Silver Star’ flower.
News
Hope of a vaccine triggers European market movements
Bertrand Faure reflects on market movements in light of further lockdowns across Europe, the US Presidential election and recent news of a potential COVID-19 vaccine.
Monthly Fund Commentary
European staycation trend offers opportunities for investors
Bertrand Faure discusses how increased dispersion between different companies and sectors has benefitted active investors in September, taking the Fund’s performance to +3.49% in September and +8.70% YTD.
Monthly Fund Commentary
Fundamental bottom up analysis of investments leads to bumper profits
Bertrand Faure reflects on another great return in August taking YTD performance to +5%, whilst the market flounders down -10% after volatility creates opportunities for outsized gains.
Monthly Fund Commentary
Recovery continues in Europe
Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.
Monthly Fund Commentary
Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing
Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.