Sources of alpha

Willem Vinke reflects on the top performers for the Fund in December.

Market recovery dependant on central banks

Willem Vinke discusses the recovery of the market in relation to the actions of central banks.

Environment continues to evolve rapidly

Willem Vinke discusses the reasons behind the market bounce and the life of the interest rate cycle.

Valuations are becoming attractive

Willem Vinke reflects on the strategies of central banks and ensuing prospects.

End of summer cool down

The Sturdza Family Fund team define the risks and concerns that are shaping the current market.

Defence is the best offence

Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.

Maintaining caution amidst rally

Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.

Underpriced stocks prevail – thank you pessimists!

Cyril Bertrand and Ludovic Labal describe the strategy and rationale behind their stock picking process, supported by a strong July performance.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Stock deratings provide compelling opportunities

Ludovic Labal and Cyril Bertrand discuss the market volatility and the opportunities this has presented.

Sense and sensitivity

Willem Vinke explores the macro environment and lessons learnt from history.

Timing of the rebound

Ludovic Labal and Cyril Bertrand review the portfolio holdings and share their thoughts regarding forthcoming sources of growth.