Eastern European equities

Eastern European equities

Contact us

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

Atilla Olesen
Global Head of Asset Management Distribution

Parallelvej 17
DK-2800 Kgs. Lyngby
Tel.: (+45) 45 13 97 62

Send an e-mail

Eastern European Equities

The Eastern European Equities strategy (incl. Russia and excl. Russia) is a fundamental bottom-up equity strategy focusing on a deep understanding of companies' external and internal changes and a team approach with a long investment horizon. The performance target for the strategy is 3-5% and 40-60 holdings.

When constructing the portfolio we look into the overall effect any changes will have to the portfolio. We decide on the risk/return profile and decide each position with focus on conviction, risk contribution and relative exposure. In addition, positions are being reconsidered on a continuous basis to assess whether the balance between Delta, Quality and Valuation is still intact. Opportunistic weight adjustments in existing positions are being made in reaction to short term relative performance. When a decision has been made to include a stock in the portfolio, the size of the position is determined by the risk reward profile of the stock and the effect of stock specific risks to the overall portfolio.
 

Russia

The Russia strategy is a fundamental bottom-up equity strategy focusing on a deep understanding of companies' external and internal changes which is a key part of our research together with our evaluation of quality and valuation. The performance target for the strategy is 4-5% and 40-60 holdings focusing on large and mid cap stocks.

When constructing the portfolio we look into the overall effect any changes will have to the portfolio. We decide on the risk/return profile and decide each position with focus on conviction, risk contribution and relative exposure. In addition, positions are being reconsidered on a continuous basis to assess whether the balance between Delta, Quality and Valuation is still intact. Opportunistic weight adjustments in existing positions are being made in reaction to short term relative performance. When a decision has been made to include a stock in the portfolio, the size of the position is determined by the risk reward profile of the stock and the effect of stock specific risk to the overall portfolio.