DGAP-News: E.I. Sturdza Strategic Management Limited / Key word(s): Funds/Personnel E.I. Sturdza Strategic Management Limited: Eric Sturdza Investments appoints new fund management team for Strategic Europe Quality Fund 2021-11-02 / 09:00 The issuer is solely responsible for the content of this announcement.

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Eric Sturdza Investments appoints new fund management team for Strategic Europe Quality Fund Frankfurt, 2 November 2021 - Eric Sturdza Investments has appointed a new investment team for its flagship Europe fund, Strategic Europe Quality Fund. Phileas Asset Management ("Phileas"), an experienced portfolio management team specialised in European equities, led by Phileas founders Ludovic Labal and Cyril Bertrand and based in Paris, is taking over management of the Fund. The portfolio manager previously responsible for the Strategic Europe Quality fund, Willem Vinke of Lofoten Asset Management, has stepped down from his position for personal reasons. Eric Sturdza Investments has selected the new team after thorough screening and due diligence as part of a planned succession process.

Phileas Asset Management's investment strategy for the Strategic Europe Quality Fund aims to maintain a concentrated portfolio of 30 to 40 quality stocks of European companies. The investment team follows a fundamentals-based bottom-up selection process to identify undervalued stocks with positive growth potential and a solid financial base.

Sustainability will be given greater weight in the Strategic Europe Quality Fund in the future. The ESG approach pursued by Eric Sturdza Investments is to be complemented by another ESG strategy developed by Phileas. The Phileas investment team sees itself as an active shareholder with an eye on engagement and voting rights on ESG issues as well.

As part of the new appointment, Eric Sturdza Investments will also take this opportunity to remove the 5bps Research Fee currently charged to the Fund and also reduce the minimum investment criteria associated with the SI share classes from 25 million to 10 million Euros.

"We are delighted to be working with the Phileas team," said Andrew Fish, Managing Director of Eric Sturdza Investments. "Their appointment marks an evolution in our flagship European equity strategy's positioning within the market, while retaining the overall strategy and approach to investing that has delivered so consistently to investors. Ludovic Labal's and Cyril Bertrand's long track record of producing returns while integrating a robust and forward-looking approach to ESG across their investment process is closely aligned to what is important to our investors and the ethos that sits at the heart of our business today."

Ludovic Labal, partner and fund manager with Phileas Asset Management, added: "We are very excited to be working with Eric Sturdza Investments and to integrating our own robust ESG approach into the Fund, while also aiming to maintain the strong returns the Strategic Europe Quality Fund has historically delivered to its investors."

About E.I. Sturdza

E.I. Sturdza Strategic Management Limited (EISSML) was founded in November 1999 and belongs to the Eric Sturdza Group which has its headquarters in Geneva. In total, the Group manages 6.2 billion USD (as at December 2020). EISSML is responsible for the Group's fund distribution activities, currently relying on exclusive partnerships with selected portfolio managers, all of whom are leaders in their fields and have a solid and long-term track record. EISSML provides its portfolio managers with a comprehensive infrastructure that allows them to focus on pure portfolio management. Since its foundation more than 20 years ago, the investment company has won numerous awards.

Please find more information on https://ericsturdza.com

Press Contact edicto GmbH Dr. Sönke Knop / Jessica Pommer Eschersheimer Landstraße 42 60322 Frankfurt am Main Tel. +49 (69) 905 505-57 jpommer@edicto.de

Disclaimer

Eric Sturdza Investments' head office is authorised to provide investment management and advisory services to collective investment schemes pursuant to applicable laws and regulations and is regulated by the Guernsey Financial Services Commission with registration number: 35985, having its registered office at 3^rd Floor, Maison Trinity, Rue du Pre, St Peter Port, Guernsey GY1 1LT Channel Islands. The content of this document is based upon sources of information believed to be reliable and comes without warranties of any kind. Any opinion, estimates or forecasts may be changed at any time without prior warning. If in doubt, please seek independent advice. It is intended to provide the professional investor with general information about Phileas' specific capabilities, but has not been prepared by Eric Sturdza Investments as investment research and does not constitute an investment recommendation or advice to buy or sell certain securities or investment products and/or to adopt any investment strategy and/or legal, accounting or tax advice. This material may not be copied or used without obtaining the prior written approval of Eric Sturdza Investments. Detailed information for the Strategic Europe Quality Fund and associated risks is contained in the prospectus. The prospectus and Key Investor Information Document for the Strategic Europe Quality Fund can be obtained free of charge at www.ericsturdza.com.

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2021-11-02 Dissemination of a Corporate News, transmitted by DGAP - a service of EQS Group AG. The issuer is solely responsible for the content of this announcement. The DGAP Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. Archive at www.dgap.de

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Language:     English 
Company:      E.I. Sturdza Strategic Management Limited 
              3rd Floor, Maison Trinity, Rue du Pre 
              GY1 1LT St Peter Port 
              Guernsey (Kanalinsel) 
Phone:        +44 1481 722 322 
Fax:          +44 1481 710 884 
E-mail:       info@eisturdza.com 
Internet:     www.eisturdza.com 
EQS News ID:  1245183 
 
End of News   DGAP News Service 
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1245183 2021-11-02

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November 02, 2021 04:00 ET (08:00 GMT)