Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

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

Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.

Monthly Fund Commentary

Value rotation continues

Willem Vinke discusses how the Funds are prepared for when economies reopen.

Monthly Fund Commentary

Encouraging global outlook

Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.

Monthly Fund Commentary

Vaccines and political stability

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

Monthly Fund Commentary

The power of vaccine

Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines. 

Monthly Fund Commentary

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

Finding opportunities in a consolidating market

Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.

Monthly Fund Commentary

A continued focus on quality

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

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