Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

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.

Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

Generating alpha through the recovery

Willem Vinke describes expectations of an imminent and strong economic recovery.

Vaccines and political stability

Willem Vinke discusses the political stability following the roll out of vaccines.

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.

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.

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.

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.

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.

Picking quality investments during volatility

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

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.