A cautious approach

Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.

Market correction provides an opportunity

Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.

Cautious macro view proves wise

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

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.

Equity profits need to improve

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

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

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

Maintaining Order in Complexity

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

Portfolios to remain defensive through to year end

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

September Update: Weight Problem?

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

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.

July Update: More volatility to come?

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

Seeking Excellence Across Global Markets

We form exclusive alliances with portfolio managers who are leaders in their sector and have solid, outstanding, demonstrable long-term track records. Eric Sturdza Investments provides its portfolio managers with an extensive infrastructure, supported by independent institutional-quality risk management and controls. Allowing the investment teams to focus purely on portfolio management.