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Early vaccine hopes raise investor sentiment
Eric Sturdza provides his outlook on the strategy of the Sturdza Family Fund against a backdrop of continued political uncertainty and initial positive developments in a vaccine.
Monthly Fund Commentary
Finding opportunities in a consolidating market
Eric Sturdza discusses the worldwide market consolidation in equities, the Sturdza Family Fund’s performance in September and overall positive sentiment going forward.
Monthly Fund Commentary
The way forward
Eric Sturdza reflects on the positive picture emerging from economic data in August and on the political and geopolitical risks on the horizon.
Monthly Fund Commentary
Onwards and upwards
Eric Sturdza reflects on the positive performance of the Sturdza Family Fund in July and looks ahead to the remainder of the year.
Monthly Fund Commentary
Where to from here?
Eric Sturdza on the perceived disconnect between markets and the economy.
Monthly Fund Commentary
Relative results outweigh absolute figures
Eric Sturdza discusses the positives of a post COVID-19 economy.
Monthly Fund Commentary
The Sturdza Family Fund: Objective, Philosophy & Risk Management
The team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.
Video
The Sturdza Family Fund: Overview of the Team
Eric Sturdza discusses the qualities that the team of the Sturdza Family Fund possess and each member provides an introduction explaining their role within the Fund.
Video
The Sturdza Family Fund: An Introduction
Eric and Constantin Sturdza provide an introduction to the Sturdza Family Fund in this video interview.
Video
Markets rebound on global governments’ “whatever it takes”
Eric Sturdza comments on the different playbooks used by companies – to protect the balance sheet, manage growth or take an offensive position.
Monthly Fund Commentary
Extreme volatility
Eric Sturdza looks ahead: the corporate earnings season starting in mid-April will likely give some additional colour around companies’ plans to weather the current storm.
Monthly Fund Commentary
The Sturdza Family Fund: A portfolio built to weather extreme scenarios
Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.