Manager in Focus

Paolo Marongiu

EI Sturdza seeks the most talented portfolio managers and provides their alpha-generating investment strategies for investors. Read more about EI Sturdza.

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Fund in Focus

STRATEGIC BETA FLEX FUND

 

Paolo Morongiu and his investment team seek to invest in a select number of funds, which have demonstrated their ability to consistently deliver alpha.

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  • Georges Gutmans presents the EI Sturdza Business Brief

    In this business brief video, Georges Gutmans, managing director of E.I. Sturdza Strategic Management Limited, discusses the opportunities and challenges that affect EI Sturdza and the macro economy. 

  • The EI Sturdza Strategic Quality Emerging Bond Fund

    EI Sturdza Investment Funds launched the EI Sturdza Strategic Quality Emerging Bond Fund in June 2016. Read more about the fund and its portfolio manager Eric Vanraes.  

  • Trump Tantrum: First thoughts, outlook and behaviour of bond fund range

    Follow the link to access "Trump Tantrum" written by Bond Portfolio Manager Eric Vanraes. In the commentary, Eric gives his views on the reaction of markets to Trump's victory in the US Presidential Election, his global outlook, and how he is positioning his bond portfolios.

  • Introducing our new Portfolio Manager - Paolo Marongiu

    EI Sturdza Investment Funds announces the launch of the EI Sturdza Strategic Beta Flex Fund which invests in a globally diversified portfolio of equity funds and reduces volatility by partially or fully hedging the underlying market exposure.

  • Eric Vanraes on the Strategic Quality Emerging Bond Fund

    Following the launch of the EI Sturdza Strategic Quality Emerging Bond Fund, fixed income portfolio manager, Eric Vanraes discusses opportunities and risks in European and emerging market bonds, and shares his views on how investors should search for quality and yield in what remains a low rate environment.

     

Our Insights

2015 review and 2016 outlook
March 2016

European markets began the year in high spirits, driven largely by central bank policy. Indeed, the MSCI Europe index was up over 15% by April as oil prices stabilized and the ECB declared it would buy sovereign bonds as part of its QE program. Conversely the S&P500 traded sideways.

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We like to share

The latest investment thinking

We believe it's important to share the latest research and concerns from our portfolio managers because they are completely independent experts in their fields. With no central perspective on world markets, this means you can access honest and relevant information to make informed decisions. And we never share your information with anyone else.