Finnish (Stockpicking)

The Finnish product is an actively managed and very concentrated product. The investment style combines bottom-up stock selection with quantitative screening. The product has the following characteristics:

The majority of the investments are placed in large and mid-cap companies.
Active universe of 100 stocks
25-35 stock in the portfolio
Target tracking error 3-5%
The Fund's aim is to exceed the performance of the OMX Helsinki Cap Index in the long term.

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

Send an e-mail

Product details

Our Investment process can be divided into three sections:

First; new investment ideas are generated through company meetings, research network, quantitative screening as well as press releases.

Second; if an investment idea seems attractive, fundemental research will be conducted. The first step is our in-house developed 12-point qualitative model. Each investment idea is given a score based on this model. Only in the event that a company still appears to be attractive, a DCF-valuation and peer group analysis will be initiated. At this stage the team might meet once again with the management, if additional questions have arised.

Third; the weight of the stock proposal will be decided upon based on risk profile, stock-specific contribution, liquidity as well as upside to target price.