專家指南

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.

許多缺乏經驗的金融顧問和投資者常犯這錯誤：過早賣掉盈利資產，過久持有虧損資產。

CEO專稿：“建議”只有被採納時產生預期結果時，才有價值。多年來，這些忠告使我受益匪淺。

雖然曾經應該持有現金，但現在是時候該投資了。

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。

三個故事，結果相似。正如這些故事所證實的，可疑的投資承諾以及相關的風險形形色色。囙此，始終要謹慎瞭解自己的風險狀況才能做出明智的選擇。

在私人銀行的顧問投資組合中，現金往往不被看好。客戶關係經理通常不鼓勵客戶在他們的帳戶中保留現金。 然而，隨著過去幾周全球金融市場的動盪，我們的投資者開始重視投資組合中現金的價值，尤其是美元現金。

隨著COVID-19疫情持續擴散，我們將時刻關注市場動態，隨時準備應對不斷變化的情况。 作為著眼於長遠機會的投資者，我們不建議對現時不斷變化的全球事件進行定制性投資。歡迎您瞭解Eu Capital的投資組合在過去如何經受住重大的全球變化，以及我們如何尋找長遠投資的機會。

您投資顧問的報酬模式可能會影響他們如何處理你的錢。依我們看來，這裡的關鍵處是透明度。

客戶經理和私人銀行外部資產管理兩模式確實在許多方面大有相似。但您資金管理者的利潤來源正是一大關鍵要素，也是兩模式的分別之處。我們將探討以上的細節，以幫助您確認哪種模式更適合您的投資需求。

通過一個客戶案例研究，我們能够看到一個好的投資決策如何能够在長期內為我們的客戶和朋友帶來好的價值。