Bertrand Faure

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.

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.

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.

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.

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.

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.

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.

Recovery continues in Europe

Bertrand Faure discusses why active and fundamental management is critical as European markets start to recover.

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.

European stocks turning bullish

Bertrand Faure reflects on the impact of the H1 2020 crisis and investor optimism now that lockdown measures are easing.

Outsized Gains

Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.

Fundamental trading throughout the Pandemic

Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.