Baltic

Baltic invests in transferable securities mainly equities and equity-related securities in the Baltic region, primarily in Estonia, Latvia and Lithuania.

The Baltic economies are growing rapidly, and the countries’ growth rates are among the highest in the world. Growth is first and foremost driven by a strong domestic demand and exports. The region is in the process of catching up financially with the old EU-countries, and this has a long-term perspective. We expect that the convergence process will last yet another 40 years, and the companies have great potential for maintaining the present growth level of earnings.

Contact us

Any enquiries or questions in regard to the products can be directed to:

Henrik Schmidt
Head of Global Business Development

Strødamvej 46
DK-2100 Copenhagen Ø
Tel.: (+45) 45 13 96 66

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Product details

Over the past 10 years, Eastern European economies have experienced an economic convergence relative to Western Europe primarily due to market reforms and institutional changes ahead of EU accession.

The investment process contains four steps:

Identification of investment universe,
Investment idea generation and convergence filters,
Stock selection,
Portfolio construction.

The stock selection process contains 3 steps: idea generation, fundamental research and stock selection: Using our idea generation including company visits and the qualitative screening and using our convergence filters we identify companies from our investment universe, which have a high probability for capitalising on the convergence process. In the last step of the stock selection process, we identify the risk profile of the stock and how it will affect the overall portfolio characteristics. This includes the size of a position and its impact on portfolio diversification.