As an active asset manager our focus lies on concentrated portfolios with clear positions and dedicated, experienced and high performing Portfolio managers and teams.
Our Portfolio Managers can showcase strong track records of generating returns and outperforming benchmark and we attract exceptional teams and Portfolio Managers with our partnership model.
We operate with a competitive partnership model established 2014 when the first partner-owned fund launched. The model is based on joint venture partnership where the Portfolio Managers are significant owners of their funds.
The partnership secures and ensures long-term shared incentives with investors, which is to generate high long-term returns.
The investment team has extensive experience and proven track-record in managing Nordic fixed income assets. The fund management is based on fundamental analysis, independent of the benchmark index. The evaluation includes analyzing the financial position of the issuer, operational metrics, issuer's past track record, and assessing future prospects.
Industry-leading Portfolio Managers within sustainable investments with a long and proven track-record from Handelsbanken. Focus on micro- and small cap companies where at least 50 percent of the revenue must come from products or services that contribute towards the goals set out in Agenda 2030.
Portfolio Managers with some of the longest experience within Frontier Markets. The team has extensive international experience and background. Their strategy combines top-down country assessment with bottom-up stock selection to seek out high quality companies.
Devoted team led by a Portfolio Manager with over 30 years of experience of which many within European equity. European long/short equity strategy with a long bias. A bottom-up, stock picking strategy with a focus on small and mid-cap companies.
A team with vast experience in managing fixed income assets from emerging markets in combination with an international advisory board. Investment process focuses on selecting country exposures with positive momentum in terms of their economy, funding and politics.
Experienced team of energy specialists with strong track record, working together since 2012. Investment process centered around a top-down industry analysis per sub-sector followed by detailed bottom-up analysis on a company level.
Well balanced team with highly experienced Portfolio Managers in order to provide predictable strategic returns. Actively managed mixed fund that primarily invests directly in global and Swedish stocks as well as Nordic bonds.
Portfolio managers with a combined 46 years of finance industry experience with a special focus on global investments. A strategy focused on “the world’s finest companies and entrepreneurs ” – high-quality companies with good future prospects and attractive valuation.
Expert in Real Estate with over 20 years of experience and successful management of Real Estate funds with a well-proven investment process.
Brock Milton Capital, consisting of Andreas Brock and Henrik Milton, is one of our longstanding partnerships that has become a well-known and high-performing equity management team in the market.
In 2014, the first fund was launched in collaboration with Coeli, which has since built a strong track record through its active management. Today, the team manages three funds, all with a global focus.
BMC is a prime example of the partnerships we aim to work with and attract through our partnership model.