Seasonality or macro change?
The Sturdza Family Fund team explore the impact of the Chinese Real Estate situation and the Fed tapering.
Fund Commentary • 21-10-2021
Stocks becoming too expensive
Bertrand Faure reflects on April's rally and debates whether stock markets are a future pricing tool rather than a reflection of the economy.
Fund Commentary • 20-05-2020
Market correction provides an opportunity
Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.
Fund Commentary • 30-04-2020
May update – preference for defensive portfolio positioning maintained
Willem Vinke takes a closer look at the Funds' performance contributors in May.