From The Experts
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.
Asset managers are advisors who have the aptitude, resources and experience to make investment decisions that suit the personal financial goals of their clients. Finding the right asset manager is like a king searching for his general. It makes all the difference.
It is common practice, but Modern Portfolio Theory has not worked out well for most investors. Why? For starters, it assumes that markets are efficient. But markets are often irrational and mis-priced.
A common mistake of many inexperienced financial advisors and investors is in the way they manage their portfolio: selling the winners too early and keeping the losers for too long.
From our CEO: Advice is only valuable if it is followed and produces the desired outcome. These words of advice have served me well through the years.
While there was a time for holding cash, the time to stay invested is now. Here’s why.
In times of crisis, you get to see the very best of your own communities. Let’s do what we can to give back.
Our strategy: Investing with peace of mind, for ourselves and for our clients, and being able to create real value while contributing to the growth of a company in the long run.