Category: News & Views

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.

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.

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.

Seeing how different countries have reacted to COVID-19, our CEO and Founder Kelvin Eu shares his note of unity and resilience. The time for solidarity is now.

Three stories, similar outcomes. As these stories attest, the promises – and the related dangers – of dubious investments come in all shapes. Which is why it’s always prudent to understand your own risk profile.

As financial markets around the world were routed these past few weeks, our investors began to appreciate the value of the cash levels in our portfolio, especially the USD cash.

With the ongoing health crisis of COVID-19, our full attention is on the markets round-the-clock, ready to respond to the ever-changing circumstances.

How are investment advisers paid? It may affect how they handle your money. The way we see it, it’s about transparency. And sometimes, the harder route is the easier one to take.