Investment Objective
The fund is a global long/short equity strategy with a Nordic focus. The fund has a flexible management mandate (long biased on average) and can be net long, market neutral and net short depending on the managers market outlook. The investment process employs a bottom up valuation criteria and focus on a concentrated portfolio of 30-40 high conviction investments.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.3 | 0.1 | 1.0 | 0.5 | 0.9 | 0.7 | 0.7 | 0.4 | 0.3 | 0.7 | 0.8 | 0.6 | |
| 2023 | 1.0 | 1.0 | 0.2 | 0.5 | 0.8 | 0.0 | 0.5 | 0.7 | 0.7 | 0.2 | 0.2 | 0.6 | 0.4 |
