Eric Sturdza Investments: Excellence in Global Equity and Fixed Income Strategies UK 2024
Eric Sturdza Investments, a boutique asset management firm, has distinguished itself in the investment landscape by consistently delivering innovative strategies and robust performance across global equity and fixed income markets. The firm is dedicated to identifying and partnering with industry-leading portfolio managers, particularly those with a niche focus, to offer differentiated products that stand out in a crowded marketplace. This approach is exemplified by the firm’s decision to streamline its product offerings, closing underperforming funds while successfully launching several targeted strategies, including a US long-short fund and a Vietnam equity fund. These new funds have garnered significant investor interest, with the Vietnam fund surpassing $78m in assets under management, reflecting the firm’s strategic focus on emerging markets with high growth potential. In addition to its innovative product development, Eric Sturdza Investments has also implemented a Total Expense Ratio (TER) cap across all its funds, ensuring competitive costs for investors and aligning the firm’s interests with those of its clients. The firm’s proactive approach to product innovation and cost management has led to positive net inflows, setting it apart from many of its peers. Eric Sturdza Investments continues to explore new opportunities, such as the planned launch of actively managed certificates, further demonstrating its commitment to meeting evolving investor needs and market demands. The CFI.co Judging Panel heartily congratulates Eric Sturdza Investments on winning the prestigious 2024 award for Excellence in Global Equity and Fixed Income Strategies (UK).
