Cautious macro view proves wise

Willem Winke outlines defensive plans until the impact of the current situation becomes clearer.

Monthly Fund Commentary

Investing in European ‘Quality Growth’?

Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.

Video

Equity profits need to improve

Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.

Monthly Fund Commentary

An extraordinary 2019 with 2020 Outlook clouded, perhaps volatile in the 2nd half

Willem Winke reflects on December and how the events of last year will shape the future.

Monthly Fund Commentary

Maintaining Order in Complexity

Willem Winke will maintain a defensive preference as Global political turmoil develops.

Monthly Fund Commentary

Portfolios to remain defensive through to year end

Willem Vinke discusses the funds' top contributors in October and preference for a defensive portfolio positioning.

Monthly Fund Commentary

September Update: Weight Problem?

Willem Vinke examines the allure of financial stocks against more stable sectors.

Monthly Fund Commentary

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Eric Sturdza Investments nominated for 'Best Fund Group' in the 'Equity – Europe' asset class at the Citywire Spain Awards 2019.

News

July Update: More volatility to come?

Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.

Monthly Fund Commentary

Eric Sturdza Investments wins at the Investors Choice Awards 2016

Strategic Europe Value Fund, managed by Willem Vinke, received the Investors Choice Award for Long Only Equity Fund - Long Term Performance.

News

Selecting Top Performers

We are happy to announce that the EI Sturdza Strategic Europe Value Fund is celebrating its fifth anniversary. The Fund...

News