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deApril update: Defensive portfolio positioning maintained
Willem Vinke provides his market outlook for the second half of the year.
Fund Commentary • 20-05-2019
Brexit and potential impact on the Strategic Europe Value Fund
The Strategic Europe Value Fund is currently deemed a PEA compliant Fund, investing on a continuous basis at least 75% of its NAV in eligible assets.
News • 11-03-2019
December update – there is more to come…
Willem Vinke explains his preference for defensive portfolio positioning given the current environment.
Fund Commentary • 01-02-2019
Fund Update – November 2018
The Strategic Europe Value Fund (EUR I Class) returned 0.13% in November, outperforming its index by 1% and the Strategic Global Quality Fund returned 1.20%, outperforming its benchmark by 0.06%.
Fund Commentary • 21-12-2018
October update – A preference for defensive portfolio positioning
The Strategic Europe Value Fund declined -4.24% in October, outperforming its index by 1.07 percentage points. The best performing sectors in terms of alpha were Materials and Industrials, due to strong stock selection. The Fund’s overweight to the Consumer Staples and Health Care sectors and its slightly higher cash position also helped.
Fund Commentary • 20-11-2018
September update – Cautious view maintained
The Strategic Europe Value Fund returned 0.58% over the month, slightly outperforming its benchmark (+0.53%). Stock selection was strong during September, particularly in the Information Technology and Consumer Staples sectors.
Fund Commentary • 24-10-2018
Brexit Impacts for EI Sturdza
We have planned for a “hard Brexit” whilst continuing to evaluate additional potential risks and opportunities that may arise as a result.