This places the fund among the top 10 percent in its category, based on risk-adjusted returns over both three and five years. The distinction comes after a period of significant market turmoil, highlighting the fund's robust management strategy.
The fund, managed by Christian Nygaard, Frida Hauge, and Martinius Dahl, consist of a concentrated portfolio of Nordic high-quality companies. The investment philosophy is value-based, and the selection process is based on thorough fundamental analysis to identify companies with a leading position, high growth and profitability, low debt levels, and sound capital allocation.
This investment philosophy is closely aligned with the broader approach of Pareto Asset Management, which has demonstrated the value of bottom-up selection over the past 30 years in the Nordic investment universe.
