Eric Sturdza Investments: Best Boutique Fund Manager UK 2021

Eric Sturdza Investments is an independent investment fund manager founded in Guernsey in 1999. It serves high-value individuals and large institutional investors. Sturdza has $2.8bn AUM across eight specialised funds.

Their largest fund offering is now in the European equity space. Other funds consider strategic equity opportunities in China, Japan, and around the world. There is also a fixed income fund and a flexible allocation fund within their offering. Two of the funds have a four-star rating from Morningstar. Eric Sturdza Investments also manages investment mandates for large institutional investors.

The CFI.co judging panel is impressed with the commitment to long-term active investment. This includes the building of relationships with companies it invests in to better assess strategy and ESG commitments and active participation in proxy voting. Eric Sturdza Investments is a signatory to the UN-supported Principles for Responsible Investment (PRI).

Another strength of the company is its relationships with leading investment advisors. It identifies independent advisors with outstanding track records and innovative strategies. Eric Sturdza Investments provides them with the independence they need to flourish while supporting them with rigorous risk management and oversight.

The CFI.co panel also notes that the board directors are very approachable and have decades of combined experience within the Industry and with the company. Eric Sturdza Investments has a very experienced and dedicated team working in Guernsey with little staff turnover.

It is thus the panel’s pleasure to award Eric Sturdza Investments the 2021 award Best Boutique Fund Manager (UK).

marten

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