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Enduring Volatility
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.
Monthly Fund Commentary
Equity markets continue to rebound
Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.
Monthly Fund Commentary
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
Monthly Fund Commentary
Investing in European ‘Quality Growth’?
Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.
Video
A sense of déjà vu
Bertrand Faure provides a detailed stock-level review for the month of August.
Monthly Fund Commentary
Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
Eric Sturdza Investments nominated for 'Best Fund Group' in the 'Equity – Europe' asset class at the Citywire Spain Awards 2019.
News
Some strong H1 results despite equity markets’ lack of direction
Bertrand Faure provides an overview of the top and bottom contributors to the Fund.
Monthly Fund Commentary
European Equities: The potential for value creation in the long-term
Bertrand Faure provides an update on the Fund's strategy and insights regarding the market corrections of 2018 and the drivers of strong returns during 2019.
Video
The backend of 2019 could offer very interesting opportunities in European small and mid-cap companies
Bertrand Faure provides insight on the potential opportunities available in European equities towards the backend of 2019.
Monthly Fund Commentary
Month of May lived up to its reputation
Bertrand Faure comments on the investment climate in Europe during the famously challenging month of May.
Monthly Fund Commentary
A YTD stock-level review
Bertrand Faure provides a detailed commentary about the Fund's and its underlying stocks' YTD performance.
Monthly Fund Commentary
European equity markets are showing signs of becoming more rational in 2019
Bertrand Faure provides insight on the European equity markets and his Fund’s investment process.
Monthly Fund Commentary
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