Insights

  • MONTHLY FUND COMMENTARY

Index levels are currently the highest they have been in more than six years. Daily trading value on the first section of the Tokyo Stock Exchange (TSE-1) was above JPY 2 trillion for the first time since March. 

 

  • MONTHLY FUND COMMENTARY

In September, the European Central Bank (ECB) cut interest rates and announced additional measures including a purchase program of asset-backed securities (ABS) and a larger program of quantitative easing if needed.

Strategic China Panda Fund
  • MONTHLY FUND COMMENTARY

With the MSCI China Index tumbling 6.6% after it had recovered 22.5% from the lows seen in March. Softening macro data and weak property sales in China has yet again raised concerns regarding the strength of economic recovery. The “Occupy HK” protest ahead of October Golden Week cast further uncertainty on the market. Most sectors recorded losses with the exception of Healthcare which was up 6% month on month. Healthcare companies were among the few that demonstrated resilient growth in the interim result season. Energy was the worst performer, down 11%, due to crude price weakness.

  • VIDEO

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. The 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.

  • VIDEO

Portfolio manager Lilian Co and her team run the long-only, China focused Panda Fund, aiming to outperform the MSCI China Index by investing in growth areas at a reasonable price. Lilian Co and her team are based in Hong Kong, giving them an insider's knowledge of the Chinese growth story, which, in their view, is far from over.

 

  • VIDEO

EI Sturdza is a fast growing, independent investment fund company with a proven track record of offering high conviction, award winning strategies to institutional and private clients globally. "A key part of our business philosophy is to select the most talented and successful investment professionals and allow them to focus on investment opportunities in which they have a high level of expertise and experience." 

 

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