Strategic Global Quality Fund Archives • Eric Sturdza Investments

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.

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

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

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

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