Investment approach
A disciplined approach across selected strategies.
Four complementary equity strategies, alongside a selection of equity funds.
Nordic equities
Nordics
Quality businesses across the Nordic markets, assessed through a medium- to long-term value approach. Company quality, valuation and market trends guide our selection.
Portfolio holdings
Global equities
Global
Quality businesses across global markets, selected with a medium- to long-term perspective. We assess each company’s quality and valuation in the context of broader market trends.
Portfolio holdings
Opportunistic equities
Special Situations
Selected opportunities where we see a short-term disconnect between a company’s share price and its underlying value. The strategy takes a global perspective.
Portfolio holdings
Long-term ownership
Core
Long-term holdings with strong capital allocation, attractive valuations or structural tailwinds. The strategy spans investment companies, listed alternative asset businesses, financial services and companies with durable competitive advantages.
Portfolio holdingsFund allocation
Equity funds
A selection of equity funds with an established long-term investment record.