Eric Sturdza Investments, the independent investment company, announced today that two of its UCITS funds have been recognised as ‘EMEA Top Performers’ in this year’s Investors Choice Awards, having outperformed their peer group in 2020. In the same month, Eric Sturdza Investments has also been named the ‘UK’s Best Boutique Fund Manager’ in Capital Finance International’s (CFI) Asset Management Awards.
Candidates for the CFI Awards are nominated by its readers, with finalists reviewed by a judging panel of industry experts who identify the winners based on excellence. The panel was impressed by Eric Sturdza Investments’ commitment to long-term active investment, including the relationships it builds with investee companies to better assess strategy and ESG commitments. Judges also praised the way the firm enables the leading investment advisers it appoints to flourish by providing a balance of support, oversight and independence.
“We are delighted to receive the recognition from these prestigious awards, which is testament to the hard work and effective investment approach of our portfolio teams, and confirms our commitment to bringing clients the very best investment ideas in a way that combines performance with sustainability,” said Andrew Fish, Managing Director at Eric Sturdza Investments.
All Eric Sturdza Investments funds have been designated Article 8 funds under the European Sustainable Finance Disclosure Regulation (SFDR), meaning they take ESG factors into account as part of their investment process, in order to promote environmental or social characteristics.
As well as winning the ‘Best Boutique Fund Manager’ Award, this marks the fourth time in five years that Eric Sturdza Investments has been recognised in the Investors Choice Awards and the first time that two different funds have received Top Performer accolades in the same year.
The Strategic European Silver Stars Fund was recognised as a Top Performer in the ‘Best Fund under $100m – Equity’ category, after delivering an annual return in 2020 of 27%, while the Strategic China Panda Fund’s 23% return led to its recognition as a Top Performer in the ‘Asia Pacific Equity Fund’ category.
To be recognised as a Top Performer in the awards, hosted by fund intelligence platform Allocator, a fund must have delivered a return of at least 20% in the preceding year and be among the top performers in their peer group.
“Last year really proved the value of fundamental investing, and we are very pleased that our strategy has delivered such strong returns for our clients,” said Bertrand Faure, Portfolio Manager of the Strategic European Silver Stars Fund. “Looking ahead, we have reshuffled the portfolio and are confident that 2021 will remain a favourable investment environment for fundamental strategies. We are already seeing some outstanding opportunities in Europe that combine low valuations with sharp earnings growth and free cash flow generation prospects for several years.”
“The Chinese growth story continues to be a key driver of the global economy, and our belief in the value of a long-term, capital appreciation-focused investment strategy in this market remains strong,” said Lilian Co, Portfolio Manager of the Strategic China Panda Fund. “As the first of the major economies to fully recover from the pandemic, evidenced in its positive GDP growth for 2020, China has already had a very strong start to 2021, with the new economy and internet stocks, in particular, driving bullish sentiment.”
As always, we invite investors and prospective investors, to get in touch. We remain at your disposal should you require any additional information about our award-winning Funds and investment ideas.
Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results.
The views and statements contained herein are those of Bertrand Faure of Pascal Investment Advisers SA as Investment Adviser to the Strategic European Silver Stars Fund and Lilian Co of LBN Advisers Limited in its capacity as Investment Adviser to the Strategic China Panda Fund as of 14/03/2021 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by Pascal Investment Advisers SA and LBN Advisers Limited is intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Pascal Investment Advisers SA and LBN Advisers Limited believe that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.
This communication is issued by E.I. Sturdza Funds plc, registered for distribution in Austria, Belgium, Bulgaria, Finland, France, Germany, Italy, Liechtenstein, Luxembourg, Netherlands, Norway, Singapore, Spain, Sweden, Switzerland and the United Kingdom. The Fund has appointed E.I. Sturdza Strategic Management Limited, as an investment manager and global distributor and is regulated by the Guernsey Financial Services Commission and registered under Company Number: 35985. E.I. Sturdza Funds plc and its sub-funds are Irish funds authorised by the Central Bank of Ireland. The funds are approved for distribution in Switzerland by Finma. The Swiss representative and the paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva, Switzerland. The prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I. Sturdza Funds plc can be obtained, free of charges, at the seat of the Swiss representative. The funds are also approved for distribution in the United Kingdom. This content is approved for issue in the United Kingdom to professional investors by E.I. Sturdza Investments Limited, Claridge House, 32 Davies Street, London, W1K 4ND which is an appointed representative of Mirabella Advisers LLP which is authorised and regulated by the Financial Conduct Authority. The information contained herein is estimated, unaudited and may be subject to change. This content is intended for information purposes only and is not intended as an offer or recommendation to buy, sell, or otherwise apply for shares in the funds.
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