Strategic Global Quality Fund Archives • Eric Sturdza Investments

Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.

Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.

Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.

Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.

Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.

Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.

Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.

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

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

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

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

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