专家指南

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.

许多缺乏经验的金融顾问和投资者常犯这错误：过早卖掉盈利资产，过久持有亏损资产。

CEO专稿：“建议”只有被采纳并产生预期结果时，才有价值。多年来，这些忠告使我受益匪浅。

虽然曾经应该持有现金，但现在是时候该投资了。

我们的策略：以平常心对待投资，为自己和客户着想，创造真正的价值，同时为公司的长远发展做出贡献

三个故事，结果相似。正如这些故事所证实的，可疑的投资承诺以及相关的风险 形形色色。因此，始终要谨慎了解自己的风险状况才能做出明智的选择。

在私人银行的顾问投资组合中，现金往往不被看好。客户关系经理通常不鼓励客户在他们的账户中保留现金。 然而，随着过去几周全球金融市场的动荡，我们的投资者开始重视投资组合中现金的价值，尤其是美元现金。

随着COVID-19 疫情持续扩散，我们将时刻关注市场动态，随时准备应对不断变化的情况。

您投资顾问的报酬模式可能会影响他们如何处理你的钱。依我们看来，这里的关键处是透明度。

客户经理和私人银行外部资产管理两模式确实在许多方面大有相似。但您资金管理者的利润来源正是一大关键要素，也是两模式的分别之处。我们将探讨以上的细节，以帮助您确认哪种模式更适合您的投资需求。

通过一个客户案例研究，我们能够看到一个好的投资决策如何能够在长期内为我们的客户和朋友带来好的价值。