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

Presented by

Willem Vinke, Portfolio Manager, EI Sturdza Strategic Europe Value Fund

About this talk

"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

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Eric Sturdza Investments is a multi-boutique provider of investment funds, offering Global, Chinese, Japanese (all cap and large cap) and European (large cap, as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.