Willem 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.

Picking quality investments during volatility

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

A continued focus on quality

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

Enduring Volatility

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

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.

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.

Equity markets continue to rebound

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

A cautious approach

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

Market correction provides an opportunity

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

Cautious macro view proves wise

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

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.

Equity profits need to improve

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