Despite the unprecedented volatility, markets are recognising the benefit of active fundamental investing

Bertrand Faure: we do consider the larger picture and take that into account, but company fundamentals have allowed the Fund to successfully navigate this crisis.

Outsized Gains

Bertrand Faure reflects on performance since inception as the Fund marks its 5th anniversary and discusses the potential factors that could influence returns in the months to come.

Fundamental trading throughout the Pandemic

Bertrand Faure provides his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis.

Volatility providing fertile ground for stock pickers

Bertrand Faure comments on consensus estimates and the portfolio’s holdings reporting solid results for Q3.

European Equities: The potential for value creation in the long-term

Bertrand Faure provides an update on the Fund's strategy and insights regarding the market corrections of 2018 and the drivers of strong returns during 2019.

A YTD stock-level review

Bertrand Faure provides a detailed commentary about the Fund's and its underlying stocks' YTD performance.

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.

Bertrand Faure discusses the Fund’s approach to identifying market leaders

Bertrand Faure, portfolio manager for E.I. Sturdza’s Strategic European Smaller Companies Fund, discusses how small-cap equity markets in Europe have...