Portfolio Manager Willem Vinke has built a European portfolio with a preference for high-quality businesses trading at discounted prices and is a bottom-up stock picker who has been managing portfolios within the same discount to cashflow framework for over 20 years.
Video: William Vinke provides insight on the relationship between Lofoten Asset Management (Investment Advisor) and EI Sturdza and his background as a fund manager. Willem also discusses the importance of focusing on “getting stocks right”, portfolio construction, risk management, performance since inception and generating “positive returns”.
The EI Sturdza Strategic Europe Value Fund invests in companies with highly visible revenue streams, strong margins and excellent management teams who are able to innovate and grow the investee companies.
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