Märkte & Kurse

    Eric Sturdza Investments legt neuen Fonds für US Small & Mid Caps auf

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EQS-News: E.I. Sturdza Strategic Management Limited / Schlagwort(e):
Fonds/Produkteinführung
Eric Sturdza Investments legt neuen Fonds für US Small & Mid Caps auf

18.06.2024 / 09:41 CET/CEST
Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.

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Eric Sturdza Investments legt neuen Fonds für US Small & Mid Caps auf

  * Der Strategic US Opportunities Fund von Eric Sturdza Investments
    fokussiert sich auf weniger bekannte Aktien von inhabergeführten
    Unternehmen

Genf, 18. Juni 2024 - Eric Sturzda Investments weitet seine Zusammenarbeit
mit Crawford Fund Management (Crawford) aus und lanciert mit dem Strategic
US Opportunities Fund einen reinen long-only Aktienfonds. Der neue Fonds
fokussiert sich auf eigentümergeführte US-Unternehmen und folgt dem
Erfolgsrezept des im November 2022 aufgelegten Long-Short-Fonds.

Eigentümergeführte Firmen machen 10 bis 15 Prozent der börsennotierten
Unternehmen in den USA aus, meist im Small und Mid Cap-Segment. Häufig
handelt es sich dabei um Unternehmen, die von Wall-Street-Analysten kaum
berücksichtigt werden. Die Anlagestrategie mit dem Fokus auf
eigentümergeführte Unternehmen konzentriert sich auf Managementteams, die
ihren persönlichen wirtschaftlichen Erfolg in erster Linie aus der
Wertschöpfung des Eigenkapitals und nicht aus ihren Gehältern und Boni
erzielen.

Grundvoraussetzung für die Aufnahme in den Fonds ist eine eigens
durchgeführte Analyse, die zum Ziel hat, eigentümergeführte Gesellschaften
zu identifizieren. Dabei werden auch andere Anlagekriterien erfüllt.
Crawford prüft auch die Positionierung eines Unternehmens im Hinblick auf
das Branchenumfeld, das Potenzial zur Generierung von freiem Cashflow, die
Qualität der Bilanz, seine fundamentale Bewertung und die Qualität seines
Managements. Das Portfolio des Strategic US Opportunities Fund wird zwischen
20 und 50 Positionen enthalten.

"Wir streben nach der 'Crème de la Crème' der US-amerikanischen Small und
Mid Caps", so Christopher Crawford, CIO bei Crawford Fund Management. "Wir
halten stetig Ausschau nach Unternehmen mit guten Geschäftsmodellen zum
richtigen Preis, die von fähigen Leuten geführt werden."

"Wir freuen uns, erneut mit Crawford bei diesem neuen Long-Only-Produkt
zusammenzuarbeiten", sagt Andreas Söderholm, Head bei Eric Sturdza
Investments.
"Der Fonds bietet eine einzigartige Möglichkeit, in erstklassige Unternehmen
in den USA zu investieren. Unser Ziel ist es, den US-Markt weiterhin zu
schlagen, wie es Crawford in den vergangenen 15 Jahren getan hat."

Über Crawford Fund Management:

Crawford Fund Management (Crawford) mit Sitz in Boston, USA, managt bereits
einen UCITS-konformen Long-Short-Aktienfonds für Eric Sturdza Investments -
den Strategic Long Short Fund. Mit dem Strategic US Opportunities Fund, der
die Long-Strategie des Strategic Long Short Fund nachbildet, wird das Mandat
ausgeweitet. Das Team von Crawford Fund Management besteht aus Chris
Crawford, Managing Partner und Chief Investment Officer, Jonathan R.
Saunders, Partner und Senior Analyst und Scott Utzinger, Partner und Chief
Operating Officer. Crawford verwaltet seit mehr als 15 Jahren eine
Long-Short-Strategie in den USA.


Über Eric Sturdza Investments

Eric Sturdza Investments ist eine Vermögensverwaltungsgesellschaft, die
aktiv gemanagte Investmentstrategien für institutionelle Investoren und
Privatanleger anbietet. Wir bieten Anlegern Zugang zu erfahrenen
Portfoliomanagern in Bereichen, in denen wir glauben, dass wir
überdurchschnittliche Renditen für ihre Investments erzielen können. Das
Unternehmen gehört zur Eric Sturdza Group mit Sitz in Genf, zu der eine
Privatbank, ein Family Office und eine Vermögensverwaltungsgesellschaft
gehören. Das Vermögensverwaltungsgeschäft hat seinen Sitz in Genf und
verfügt über Niederlassungen in Guernsey und Luxemburg.

Weitere Informationen finden Sie unter https://ericsturdza.com/de/

Pressekontakt:

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

Disclaimer

This marketing communication relates to E.I. Sturdza Funds plc, an
open-ended umbrella investment company with variable capital and segregated
liability between Funds incorporated with limited liability in Ireland under
the Companies Act 2014 with registration number 461518 (the "Company") and
established as an undertaking for collective investment in transferable
securities (UCITS) pursuant to the European Directive no 2009/65/EC as
amended (the "UCITS Directive"), and the sub-fund mentioned within this
communication (the "Fund"). A decision may be taken at any time to terminate
the arrangements made for the marketing of the Fund in any EEA Member State
in which it is currently marketed. In such circumstances, Shareholders in
the affected EEA Member State will be notified of this decision and will be
provided with the opportunity to redeem their shareholding in the Fund free
of any charges or deductions for at least 30 working days from the date of
such notification.

This document is issued by Eric Sturdza Management Company S.A ("ESMC"), a
regulated Management Company approved by the Commission de Surveillance du
Secteur Financier under registration ID S00001025 and appointed by the Fund,
registered for distribution in the countries under "Registration and Target
Market Definition", available at ericsturdza.com. ESMC's registered office
address is 16, rue Robert Stumper, L-2557 Luxembourg. ESMC has appointed
E.I. Sturdza Strategic Management Limited ("EISSML"), as the investment
manager and global distributor which is regulated by the Guernsey Financial
Services Commission and registered under Company Number 35985. EISSML's
registered office address is 3rd Floor, Maison Trinity, Rue du Pre, St Peter
Port, Guernsey GY1 1LT. EISSML is part of the Eric Sturdza Group. The
information contained herein is estimated, unaudited and may be subject to
change.

This document is not intended for U.S. Persons pursuant to Regulation S of
the Securities and Exchange Commission under the U.S. Securities Act of
1933, as amended (https://www.sec.gov). The Fund presented in this document
is not registered under United States federal securities laws or any other
applicable law in the states, territories and possessions of the United
States of America. Consequently, it cannot be marketed directly or
indirectly in the United States (including its territories and possessions
or areas subject to its jurisdiction) and to or for the benefit of U.S.
Persons.

This document is for information purposes only and does not constitute a
recommendation to buy, sell or otherwise apply for shares in the Fund and
any of the sub-funds, nor does it constitute investment, legal or tax
advice. The information contained in this document reflects the opinion of
E.I. Sturdza Strategic Management Limited and may change without notice.

The Fund is subject to tax laws and regulations of Ireland. Depending on
your home country of residence, this might have an impact on your
investment. In general, the tax treatment depends on the individual
circumstances of each potential investor and may be subject to change in the
future. E.I. Sturdza Strategic Management Limited has not considered the
suitability of investment against your individual needs and risk tolerance.
Any potential investor should assess the suitability of this investment
solution to his/her risk profile. Investment in the Fund is suitable only
for those persons and institutions for whom such investment does not
represent a complete investment program, who understand the degree of risk
involved (as detailed under the section headed "Risk Factors" in the
Prospectus and Supplement), can tolerate a high level of volatility and
believe that the investment is suitable based on the investment objectives
and financial needs. Please consult your financial and tax adviser.

Investing in the Fund and any other sub-funds involves risks including the
possible loss of capital. There can be no assurance that a sub-fund's
investment objective will be achieved or that there will be a return on
capital. The value of an investment may go down as well as up and you may
not get back the amount you originally invested. Past performance and
forecasts are not reliable indicators of future results. Performance figures
do not take into account commissions, costs incurred on the issue and
redemption, nor local taxes. Please note that performance figures, reference
benchmarks and asset allocation are provided for information purposes only.
Before any investment decisions, you must read the Fund Prospectus, the
relevant Key Information Document (KID) and Key Investor Information
Documents (KIID)s, the articles of incorporation as well as the annual and
semi-annual reports, to find out about the inherent risks, fees and
conditions of the Fund. A copy of the English version of the prospectus of
the Fund and the KID/KIID is available on www.ericsturdza.com/literature/
and may also be obtained from info@ericsturdza.com. Where required under
national rules, the KID/KIID is also made available in the local language of
the relevant EEA Member State. KID/KIIDs must be made available to the
subscriber prior to subscription. A summary of investor rights associated
with an investment in the Fund shall be available in English from Eric
Sturdza Investments by contacting info@ericsturdza.com or via
https://ericsturdza.com/shareholder-rights/.

Switzerland - The Fund is registered with FINMA for public distribution to
Swiss non-qualified investors. The representative agent in Switzerland is
CACEIS (Switzerland) SA and the paying agent is CACEIS Bank, Paris, Swiss
Branch, 35 route de Signy, CH 1260 Nyon. Copies of the Swiss Prospectus,
Swiss KIIDs, Swiss articles of association, Swiss annual and semi-annual
reports may be obtained free of charge in English and French at the Swiss
representative or at www.ericsturdza.com. Publication of
subscription/redemption prices and NAV: www.fundinfo.com

United Kingdom - The Fund is a Recognised fund in the United Kingdom under
the Financial Services and Markets Act 2000. This document is a financial
promotion and has been approved for the purposes of Section 21 of the
Financial Services and Markets Act 2000, by E.I. Sturdza Strategic
Management Limited, which is an Authorised Schedule 5 entity. UK regulation
for the protection of retail clients in the UK and the compensation
available under the UK Financial Services Compensation Scheme does not apply
in respect of any investment or services provided by an overseas person. FE
Fundinfo (UK) Ltd - Facilities Agent.


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18.06.2024 CET/CEST Veröffentlichung einer Corporate News/Finanznachricht,
übermittelt durch EQS News - ein Service der EQS Group AG.
Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.

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   Sprache:        Deutsch
   Unternehmen:    E.I. Sturdza Strategic Management Limited
                   3rd Floor, Maison Trinity, Rue du Pre
                   GY1 1LT St Peter Port
                   Guernsey (Kanalinsel)
   Telefon:        +44 1481 722 322
   Fax:            +44 1481 710 884
   E-Mail:         info@eisturdza.com
   Internet:       www.eisturdza.com
   EQS News ID:    1927583



   Ende der Mitteilung    EQS News-Service
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1927583 18.06.2024 CET/CEST

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