From The Experts
In our last website article published on April 10, we reminded our investors to stay calm amid volatility and chaos. At that time, anxiety was high, headlines were gloomy, and markets looked unstable. Many doubted our conviction to stay the course.
History echoes through the present. The great cycles of unification and division are once again playing out before us — not through dynasties or empires, but through trade, politics, and the ebb and flow of global economies.
At Eu Capital, some of our clients entrust us with over 90% of their investible net worth, relying on us to generate passive income while covering their living expenses and housing costs.
As we journey into 2025, we wish to reiterate the core principle that defines our investment strategy at Valence Global Fund: We are dedicated quantitative analysts.
The pursuit of perfection is a common theme in many aspects of life, from sports to finance to personal growth. Dr. Bob Rotella’s insightful book “Golf is Not A Game of Perfect” offers a profound analogy that resonates beyond the greens of the golf course.
At Eu Capital, we recognise that the essence of victory lies not in the multitude of voices clamouring for attention, but in the quality and integrity of the information we base our decisions upon.
As we navigate through the first quarter of 2024, we’ve witnessed a market characterised by volatility. Valence Global Fund has demonstrated resilience despite the challenges, closing the quarter on a positive 10.2%.
Valence Global Fund is a diversified portfolio of global equities that aims to deliver outstanding returns to its investors. In 2023, the fund achieved an absolute +30.2% return, outperforming the MSCI World Index.
Q3 2023 was marked by challenges in financial markets, with a notable sell-off in bonds. Concurrently, the US government averted a shutdown, and oil surged with the Israeli-Hamas conflict.
At Eu Capital, we are more than just investors. We are owner-partners who share a common vision and passion for the businesses we invest in.
As if 2022 was not tumultuous enough, the first quarter of 2023 was marked by dramatic events, culminating in the spectacular demise of Credit Suisse.
Contrary to the positive GDP growth rates in most developed economies, 2022 was challenging for the financial markets. US stocks saw their worst performance since the 2008 global financial crisis.
Although Eu Capital started Discretionary Portfolio Management in October 2015, our flagship mutual fund, Valence Global Fund, was only set up in May 2018 to fulfil the needs of investors who don’t need family office services.
Investment scams are on the rise. Some last a few months, while others are long-term. How do you stay alert? Here’s what you should look out for.
Emotion, not reason, is the main driver of financial markets. Heightened fears over the Covid pandemic and inflation, for example, have triggered extreme market volatility and excessive speculation in cryptocurrency.
As we begin 2021, we can look ahead with hope and optimism. With the roll out of vaccines and the joint efforts of the global community, we will move from a period of great uncertainty to one of less uncertainty.
Our investment style is Unconstrained Global Macro, which means our investment universe is not limited by a geography, sector or asset class. The world is our – and your – oyster.
Self-awareness of one’s true financial position in the context of the macro environment takes time to build, but is essential for your long-term financial health and well-being.