E.I. Sturdza Strategic Europe Value - Bronze

FUND RESEARCH UPDATE: New Fund Rating of Bronze

Ruli Viljoen 28 November, 2014 | 6:57AM
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Following the Morningstar OBSR Analyst Ratings Meeting on 13th November 2014, we have awarded the E. I. Sturdza Strategic Europe Value fund a Morningstar OBSR Analyst Rating™ of Bronze. The fund was launched in October 2010 and is sub-advised to Lofoten Asset Management, which was founded by manager Willem Vinke earlier that year. Mr Vinke’s appointment was predicated on his demonstrable knowledge of the European equity universe and the excellent track record he amassed at J O Hambro Capital Management using the same investment philosophy and process. The manager applies a sound, bottom-up approach that is focused on finding quality companies trading at a substantial discount to their intrinsic value. He invests with the courage of his conviction and runs a concentrated, high conviction portfolio, but we think Mr Vinke has the required experience and skillset to do this successfully through time.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
E.I. Sturdza Strat Eurp Qual A EUR283.93 EUR-0.51Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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