Eric Sturdza Investments appoints new fund management team for Strategic Europe Quality Fund

DGAP-News: EI Sturdza Strategic Management Limited / Keyword (s): Funds / Staff EI Sturdza Strategic Management Limited: Eric Sturdza Investments appoints a new fund management team for Strategic Europe Quality Fund 2021-11-02 / 09:00 The sender is solely responsible for the content of this advertisement.

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Eric Sturdza Investments appoints new fund management team for Strategic Europe Quality Fund Frankfurt, November 2, 2021 – Eric Sturdza Investments has appointed a new investment team for its flagship fund in Europe, Strategic Europe Quality Fund. Phileas Asset Management (“Phileas”), an experienced portfolio management team specializing in European equities, led by the founders of Phileas Ludovic Labal and Cyril Bertrand and based in Paris, takes over the management of the Fund. The portfolio manager previously responsible for the Strategic Europe Quality fund, Willem Vinke of Lofoten Asset Management, has resigned from his post for personal reasons. Eric Sturdza Investments selected the new team after extensive selection and due diligence as part of a planned succession process.

Phileas Asset Management’s investment strategy for the Strategic Europe Quality Fund aims to maintain a concentrated portfolio of 30 to 40 quality stocks of European companies. The investment team follows a bottom-up, fundamentally-based selection process to identify undervalued stocks with positive growth potential and a solid financial base.

In the future, sustainability will be taken into account more in the Strategic Quality Fund for Europe. The ESG approach pursued by Eric Sturdza Investments must be supplemented by another ESG strategy developed by Phileas. The Phileas investment team sees itself as an active shareholder with an eye for engagement and voting rights on ESG issues as well.

As part of this new appointment, Eric Sturdza Investments will also take this opportunity to remove the 5 basis point research fees currently charged to the Fund and also reduce the minimum investment criteria associated with SI share classes by 25 million. to 10 million euros.

“We are delighted to be working with the Phileas team,” said Andrew Fish, Managing Director of Eric Sturdza Investments. “Their appointment marks a shift in the positioning of our flagship strategy on European equities in the market, while retaining the overall strategy and investment approach that has been so consistent for investors. The long experience of Ludovic Labal and Cyril Bertrand in producing returns while integrating an ESG forward-looking approach throughout their investment process is closely aligned with what is important to our investors and with ethics that are at the heart of our business today. ”

Ludovic Labal, Partner and Fund Manager at Phileas Asset Management, added: “We are very happy to work with Eric Sturdza Investments and to integrate our own robust ESG approach into the fund, while also aiming to maintain the strong returns of strategic quality Europe. The Fund has historically delivered to its investors. ”

About IE Sturdza

EI Sturdza Strategic Management Limited (EISSML) was founded in November 1999 and belongs to the Eric Sturdza group with headquarters in Geneva. In total, the Group manages USD 6.2 billion (as of December 2020). The EISSML is responsible for the Group’s fund distribution activities, currently relying on exclusive partnerships with selected portfolio managers, all leaders in their field and with a solid and long-term history. EISSML provides its portfolio managers with a comprehensive infrastructure that allows them to focus on pure portfolio management. Since its founding over 20 years ago, the investment company has won numerous awards.

Please find more information on https://ericsturdza.com

Press contact edicto GmbH Dr. Sönke Knop / Jessica Pommer Eschersheimer Landstraße 42 60322 Frankfurt am Main Tel. +49 (69) 905 505-57 [email protected]

Disclaimer

The registered office of Eric Sturdza Investments is authorized to provide investment management and advisory services to collective investment undertakings in accordance with applicable laws and regulations and is regulated by the Guernsey Financial Services Commission with registration number: 35985 , having its registered office at 3 ^ rd Floor, Maison Trinity, Rue du Pré, St Peter Port, Guernsey GY1 1LT Channel Islands. The content of this document is based on sources of information believed to be reliable and is provided without warranty of any kind. Any opinion, estimate or forecast may be changed at any time without notice. If in doubt, please seek independent advice. It is intended to provide the professional investor with general information about the specific capabilities of Phileas, but has not been prepared by Eric Sturdza Investments as an investment research and does not constitute an investment recommendation or advice for buy or sell certain securities or investment products and / or adopt any investment strategy and / or legal, accounting or tax advice. This material may not be copied or used without the prior written consent of Eric Sturdza Investments. Detailed information on the Strategic Europe Quality Fund and the associated risks are contained in the prospectus. The prospectus and key investor information document of the Strategic Europe Quality Fund can be obtained free of charge at www.ericsturdza.com.

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2021-11-02 Dissemination of a Corporate News, transmitted by DGAP – a service of EQS Group AG. The issuer is solely responsible for the content of this advertisement. DGAP’s distribution services include regulatory announcements, financial / corporate news, and press releases. Archives on www.dgap.de

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Language:     English 
Company:      E.I. Sturdza Strategic Management Limited 
              3rd Floor, Maison Trinity, Rue du Pre 
              GY1 1LT St Peter Port 
              Guernsey (Kanalinsel) 
Phone:        +44 1481 722 322 
Fax:          +44 1481 710 884 
E-mail:       [email protected] 
Internet:     www.eisturdza.com 
EQS News ID:  1245183 
 
End of News   DGAP News Service 
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1245183 02-11-2021

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November 02, 2021 04:00 ET (08:00 GMT)

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