Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.
Key aspects of our investment philosophy
Active long-term perspective – continuity
We have a shared investment philosophy for all of Fondita’s funds. It is based on concentrated portfolios with an active stock selection with long-term perspective and sustainability as deciding elements. Our investment philosophy has been the same since the start in 1997, and it has shown good results.
Companies with potential – quality
The companies our experienced fund managers select for our funds are primarily small and mid-size companies in the Nordics and Europe.
The requirements for our companies are many and we prefer businesses that, among other things, have strong market positions, established profitability, great future possibilities and carefully considered sustainability strategies.
Ongoing contact – closeness
With concentrated portfolios we are able to follow our investments closely. We hold regular meetings with the companies’ management boards and with competitors and customers. This way, we can guarantee a broad overview of the companies’ future possibilities on the market.
Consume and invest responsibly!
In recent days, the media has been flooded with Black Friday campaigns. Ironically, the marketing campaigns for the annual shopping spree started ... Read more
A company with high organic growth
Picture: Alfen One of the fund’s holdings that has made a strong positive contribution to the fund’s return is Alfen. Alfen is a ... Read more