Long-term investing amid an economic recovery and sector rotations

Presented by

Constantin Sturdza, Eric Vanraes, David Haynal, Pascal Perrone

About this talk

The team from the Sturdza Family Fund, a global flexible allocation product, provide an update regarding: • Equity and fixed income market developments in 2021; • Considers what has worked and what has not in the equity space on a YTD basis; • Discusses new addition to the Fund’s portfolio, with insights regarding why the team bought The Blackstone Group; and • Provides insight regarding their current macro view and market outlook.

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Eric Sturdza Investments
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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.