Relative results outweigh absolute figures

Eric Sturdza discusses the positives of a post COVID-19 economy.

Sturdza Family Fund: Objective, Philosophy & Risk Management

The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.

Sturdza Family Fund: Overview of the Team

Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.

The Sturdza Family Fund – An Introduction

Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.

Markets rebound on global governments’ “whatever it takes”

Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.

Extreme volatility

Eric Sturdza looks ahead: the corporate earnings season starting in mid-April will likely give some additional colour around companies’ plans to weather the current storm.

‘Active and wealth management’ article by allnews

Marc Craquelin & Constantin Sturdza discuss the potential long-term ‘protective’ nature of the Sturdza Family Fund strategy during extreme scenarios.

Exogenous shocks

Eric Sturdza comments on the Fund’s repositioning between fixed income and equities as markets launch into an equity drawdown due to the pandemic.

TINA* effect interrupted by nCov

Eric Sturdza on US Q4 earning reports and preparations to monitor the impact of the coronavirus epidemic.

Continued equity upside

Eric Sturdza looks into the impact stabilisation of geopolitical and macroeconomic activity will have on 2020.

Earnings and New Highs

Eric Sturdza discusses the contributions and future challenges of the Healthcare sector.

A busy August

Eric Sturdza reviews the behaviour of equity markets in August.