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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.
Monthly Fund Commentary
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
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