From 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.

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.

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.

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.