The Sturdza Family Fund: A portfolio built to weather extreme scenarios

Recorded in April 2020, the webinar is presented by Constantin Sturdza, portfolio manager of the Sturdza Family Fund. Constantin provides an update on the philosophy, goals and performance of the Fund.

Fund Commentary
21 Apr 2020

Recorded in April 2020, the webinar is presented by Constantin Sturdza, portfolio manager of the Sturdza Family Fund. Constantin provides an update on the philosophy, goals and performance of the Fund.

The following key points are discussed in the webinar:

  • The Fund’s objective of obtaining capital appreciation over the long-term.
  • Taking the long-term view to create value and shelter from short-term risks.
  • Timing – being ‘all time’ invested in order to not miss upside movements when they present themselves.
  • Extreme scenarios such as recessions, present opportunities that can be advantageous, whilst averaging down entry prices.
  • The flexibility of the multi-asset strategy – a portion of the Fund is invested in fixed income instruments when equities face strong downturns.
  • The success of the strategy so far, meeting its goal of returning 70+% of the upside in equities, whilst mitigating 50% on the downside perceived in equity markets.
  • Choosing to invest in companies that have a superior track record of earnings growth and stability.


Download the PDF of the webinar presentation by clicking on the graphic below:

PDF - Sturdza Family Fund webinar presentation - April 2020

Require further information about the Sturdza Family Fund? Please contact:

Adam TurbervilleAdam Turberville
Head of Marketing & Client Relations
+44 1481 742380



For Professional Investors only. The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Advisers to the Funds as of 14/04/2020 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 Banque Eric Sturdza SA are 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 Banque Eric Sturdza SA believes 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.

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.

This communication is issued in Guernsey by E.I. Sturdza Strategic Management Limited which is regulated by the Guernsey Financial Services Commission. 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 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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