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Draghi’s QE is no magic wand. Who wins?

"European equity investors should not rely on Mario Draghi’s promised economic recovery" - Willem Vinke, portfolio manager
· Who will benefit from QE, falling yields and a weaker euro?

· QE is proving to be a tailwind for European equities - the market may re-rate EU stocks to new highs in 2015

· With an eye on valuations, sustainable business models are paramount


In this context, Willem will describe how his approach to fundamental research, quality and cash flow, process for valuations and compounding help investors navigate a choppy course for European equities.

Willem Vinke and the EI Sturdza Strategic Europe Value Fund – focusing on quality and valuations
· 95.4% since launch in October 2010

· High quality, cash-generating stock picking approach

· Morningstar OBSR Bronze Rating and 5-Star Rating
Recorded Apr 22 2015 40 mins
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Presented by
Willem Vinke, Portfolio Manager, EI Sturdza Strategic Europe Value Fund
Presentation preview: Draghi’s QE is no magic wand. Who wins?
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We go beyond the conventional
EI Sturdza is a multi-boutique provider of investment funds offering equity strategies for Global, China, Japan, developed Europe and the US, as well as EUR denominated and USD denominated (both developed and emerging market) fixed income strategies to high net worth individuals, institutions and wholesale investors. The funds/strategies are marketed across Europe, the Middle East and Asia. The business bears the name of its founder, Eric I. Sturdza, and is part of the Eric Sturdza Banking Group

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  • Title: Draghi’s QE is no magic wand. Who wins?
  • Live at: Apr 22 2015 1:00 pm
  • Presented by: Willem Vinke, Portfolio Manager, EI Sturdza Strategic Europe Value Fund
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