Financial nativity | Monthly reports November

-So, what happened in November? In keeping with my perhaps predictable insistence that a lot of current information turns out to be little more than noise, this month I want to tell you about a new fund that we just launched. You just might find it useful.

Pareto Nordic Cross Credit

Get access to Nordic bonds with low geopolitical risk, an ESG profile and untapped opportunities from the full Nordic credit spectrum. Pareto Asset Management, is transferring its Norwegian cross-over fund to a newly launched Luxembourg SICAV: Pareto Nordic Cross Credit.

About us

Pareto Asset Management is an independent fund manager, established in 1995. The company is part of the Pareto group, headquartered in Oslo, with branches in Stockholm and Frankfurt.

We offer equity funds, fixed income funds, balanced funds and alternative funds as well as discretionary mandates.

Our funds

Discretionary mandates

Reports and documents

A renaissance for value stocks?

October was a very pleasant month for Pareto Global, with a return of over seven per cent.

-We are now being rewarded for having been patient owners of solid companies with strong momentum in their underlying value creation, and not least for having been true to our value-oriented philosophy and increased our holdings in periods when companies have traded at attractive price levels, says the portfolio managers.

Report on responsible investments

To understand and control the risks in the companies we own, we often engage in dialogue with the management of the company. As an example, in the fund Pareto Aksje Norge we have reached out to a total of 25 companies (almost the entire portfolio) on ESG issues over the past year.

Read more about what we mean by "active ownership" in our eighth report on responsible investment.

Semiannual report 2019

The first half of 2019 started with a notable increase in oil prices and positive stock markets, but ended somewhat more measured as the global growth outlook was adjusted downwards and long-term interest rates fell back.

Read about how our funds performed in the first half of the year.

Nordic Swan Ecolabelled fixed income fund

Pareto Asset Management works systematically with ethical considerations in the management of funds and discretionary mandates.

Our global fund Pareto Global Corporate Bond has taken the next step towards a more sustainable tomorrow by becoming the first fixed income fund in Norway to receive the Nordic Swan Ecolabel.