en
fr
deGrowth optimism
Willem Vinke discusses global growth expectations as more economies reopen.
Monthly Fund Commentary
Bullish outlook proves accurate
Bertrand Faure reflects on the first half of 2021, detailing the investments that have contributed to the +16.86% YTD performance.
Monthly Fund Commentary
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
Monthly Fund Commentary
Generating alpha through the recovery
Willem Vinke describes expectations of an imminent and strong economic recovery.
Monthly Fund Commentary
Vaccines and political stability
Willem Vinke discusses the political stability following the roll out of vaccines.
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
A tilt to cyclical and value stocks
Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.
Monthly Fund Commentary
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
Picking quality investments during volatility
Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.
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.