Strategic Europe Quality Fund Archives • Eric Sturdza Investments

Phileas Asset Management to be appointed as the Investment Adviser of the Fund, from 1st November 2021.

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.

Willem Vinke discusses global growth expectations as more economies reopen.

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

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

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

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

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

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

Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.

Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.