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OUR PHILOSOPHY

We strongly believe in sustainable business models, fundamental research, active ownership and a long-term investment horizon. Our mission is the same as at the start 2013; to deliver quality returns with a sound risk-taking and to adhere to our core principles; integrity, excellence and transparency.

SUSTAINABLE BUSINESS MODELS

We invest in sustainable companies that have solutions to various societal challenges. We are firmly convinced that over time, these companies will deliver higher growth, have better profitability and create more share holder value than companies that do not see sustainability as a competitive factor. In addition, they improve the world at the same time. 

engaged ownership

We focus on our fundamental research,  a long-term perspective and responsible ownership. The company's fundamental development, strategy and value drivers are at the center of our ownership agenda. 

small cap focused

We believe that small and mid cap companies, as a group, are more dynamic, growth-oriented and under-analyzed. Historically, the excess return has been around 2% per year compared to large companies. We believe that small-caps will continue to be relative winners.

PATIENT, LONG-TERM APPROACH

We have a long-term investment horizon which has historically resulted in a low portfolio turnover rate. We seek to take advantage of the lack of quality research for small and mid-sized companies and the market´s focus on today´s news and short-term trading-ideas. 

sound risk taking

Risk management is key to us, and a prerequisite for achieving long-term good results. We avoid things we do not understand and know that it is at least as important to avoid failed investments as to find the winners. We aim to deliver above-averaged risk-adjusted returns.