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deStrategic European Smaller Companies Fund
European staycation trend offers opportunities for investors
Bertrand Faure discusses how increased dispersion between different companies and sectors has benefitted active investors in September, taking the Fund’s performance to +3.49% in September and +8.70% YTD.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Webinar
Volatility providing fertile ground for stock pickers
Bertrand Faure comments on consensus estimates and the portfolio’s holdings reporting solid results for Q3.
Monthly Fund Commentary
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.
Video
A YTD stock-level review
Bertrand Faure provides a detailed commentary about the Fund's and its underlying stocks' YTD performance.
Monthly Fund Commentary
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.
Video
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...