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deWillem Vinke
A tilt to cyclical and value stocks
Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.
Monthly Fund Commentary
Picking quality investments during volatility
Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.
Monthly Fund Commentary
A continued focus on quality
Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.
Monthly Fund Commentary
Enduring Volatility
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.
Monthly Fund Commentary
The stimulus cushion
Willem Vinke reasons that the true economic impact has yet to be realised due to the intervention of central banks and governments.
Monthly Fund Commentary
Eric Sturdza Investments wins at the Investors Choice Awards 2020
The Strategic Europe Quality Fund was recognised as a top performing UCITS Equity Fund at the Investors Choice Awards 2020.
News
Equity markets continue to rebound
Willem Vinke continues to exercise caution whilst the true economic impact of COVID-19 remains unclear.
Monthly Fund Commentary
A cautious approach
Willem Vinke on monitoring the economic impact and maintaining a cautious approach with a focus on quality.
Monthly Fund Commentary
Market correction provides an opportunity
Willem Vinke provides insight on the strength of stock selection during March resulting in alpha for both funds.
Monthly Fund Commentary
Cautious macro view proves wise
Willem Winke outlines defensive plans until the impact of the current situation becomes clearer.
Monthly Fund Commentary
Investing in European ‘Quality Growth’?
Over the past 10 years, the European equity markets have offered investors a relatively compelling opportunity set, delivering continuous growth, with only momentary periods of correction.
Video
Equity profits need to improve
Willem Vinke's outlook on the world equity market - a complete disconnect between the stock market and the economy.