Innovative Management Model

The portfolio teams who manage our range of investment strategies are not employees of EI Sturdza. They maintain their full independence in a tight partnership which puts you, our investors, at the centre of decisions.

What are the advantages of such an innovative structural model?

SCOUT, SELECT AND RETAIN OUTSTANDING INVESTMENT TALENT

We can partner with the best investment talent, completely free from the constraints inevitably imposed by in-house investment teams.

PROVIDE THE BEST FRAMEWORK FOR PORTFOLIO MANAGERS AND THEIR TEAMS

We want the portfolio teams to focus exclusively on managing money. Not only can we relieve them from administrative, legal and marketing “distractions”, but we can also apply EI Sturdza’s institutional-quality operations.

We want the teams to manage their portfolio in total independence, free from any constraining “house view” on economics and market conditions.

We align their interests with investors’, via performance fees.

EI STURDZA’S SUPERVISION, PARTICULARLY IN RISK MANAGEMENT

Our investors benefit from a double-layer of risk management.

The first layer is embedded within the absolute return mindset of each individual portfolio team. This involves proactive forward-looking risk management, rather than the all too common “box-ticking” exercise.

The second layer takes place at EI Sturdza’s level. This includes:

  • Operational risk;
     
  • Market risk. EI Sturdza does not intervene directly on the positions of the portfolio teams, although we do enforce compliance within the strategy’s guidelines. If we believe it is in the best interests of investors, we do possess the ultimate right to withdraw the capital in full from the portfolio team;
     
  • Regulatory compliance across multiple jurisdictions.

To us, risk management cannot be a “box-ticking” exercise. After all, it’s your money, our reputation, and both our futures which are at stake.