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.
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