April update: Defensive portfolio positioning maintained

Willem Vinke provides his market outlook for the second half of the year.

Brexit and potential impact on the Strategic Europe Value Fund

The Strategic Europe Value Fund is currently deemed a PEA compliant Fund, investing on a continuous basis at least 75% of its NAV in eligible assets.

December update – there is more to come…

Willem Vinke explains his preference for defensive portfolio positioning given the current environment.

Fund Update – November 2018

The Strategic Europe Value Fund (EUR I Class) returned 0.13% in November, outperforming its index by 1% and the Strategic Global Quality Fund returned 1.20%, outperforming its benchmark by 0.06%.

October update – A preference for defensive portfolio positioning

The Strategic Europe Value Fund declined -4.24% in October, outperforming its index by 1.07 percentage points. The best performing sectors in terms of alpha were Materials and Industrials, due to strong stock selection. The Fund’s overweight to the Consumer Staples and Health Care sectors and its slightly higher cash position also helped.

September update – Cautious view maintained

The Strategic Europe Value Fund returned 0.58% over the month, slightly outperforming its benchmark (+0.53%). Stock selection was strong during September, particularly in the Information Technology and Consumer Staples sectors.

Brexit Impacts for EI Sturdza

We have planned for a “hard Brexit” whilst continuing to evaluate additional potential risks and opportunities that may arise as a result.