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deDefensive Portfolio Positioning
August update: Macro view remains unchanged
Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.
Monthly Fund Commentary
July Update: More volatility to come?
Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.
Monthly Fund Commentary
The Central Bank’s dovishness – where to next?
Eric Sturdza explains the Fund's current portfolio positioning against the prevailing macro economic environment.
Monthly Fund Commentary
June update: A strong rebound
Willem Vinke reviews H1 and the recent market rally, at the same time providing his outlook for H2.
Monthly Fund Commentary
May update – preference for defensive portfolio positioning maintained
Willem Vinke takes a closer look at the Funds' performance contributors in May.
Monthly Fund Commentary
More accomodation in sight
Eric Sturdza comments on the Fed's monetary policy stance and the market's need for further accommodation.
Monthly Fund Commentary
February Update: The pricing of risk assets
Willem Vinke discusses the pricing of risk assets in the current environment.
Monthly Fund Commentary
January Update
The Strategic Europe Value Fund returned 5.09%* in January, underperforming its index by -1.1%. The market partially rebounded in January...
Monthly Fund Commentary
December update – there is more to come…
Willem Vinke explains his preference for defensive portfolio positioning given the current environment.