Category: News & Views

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.

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。

虽然曾经应该持有现金，但现在是时候该投资了。

In times of crisis, you get to see the very best of your own communities. Let’s do what we can to give back.

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

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.

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。