If you’re an investor and you have questions about our funds, the portfolio managers or attending our investor presentations, please contact us at:
Email: info@ericsturdza.com
Telephone: +44 1481 722 322
Regulator communication should be directed to fundmanagement@ericsturdza.com
Note: Telephone calls may be recorded for training and monitoring purposes.
Bertrand Faure expands on the advantages of active management, which have resulted in the Fund outperforming the benchmark by over 30% in 2020.
Eric and Constantin Sturdza reflect on 2020, a year with plenty of records.
Eric Sturdza Investments continues its support of The Tumaini Fund in 2020, a charity which seeks to support orphans in remote regions of Tanzania.
In support of the Guernsey Cheshire Home, we will provide the funding for the replacement of the flooring in their main activity area of the building in 2021.
Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.
Eric Vanraes reviews the vaccine developments and the US Presidential election result, noting the positive effect these have had on credit spreads and why hybrid debt was a clear winner for investors in a month of market rallies.
Bertrand Faure reflects on a year dominated by macro events and considers the factors leading to a favourable environment for active investors and fundamental stock pickers in 2021.
Eric Sturdza provides insight on how the financial markets have responded favourably to the development of multiple vaccines.
Lilian Co explains how macroeconomic factors have led to a shift towards ‘old economy’ stocks such as retail and property in the Chinese stock market.
Yutaka Uda expects the Japanese economy to continue its recovery as we approach the end of 2020 and anticipates some consolidation in Q1 2021.
Mitsuhiro Yuasa discusses the continued growth in Japan against a backdrop of the US election result and positive vaccine breakthrough, despite signs that the pandemic is on the rise domestically.
Bertrand Faure provides insight on how the renamed Strategic European Silver Stars Fund has delivered its highest monthly return since inception.
en
fr
de