The fund

Capturing value creation in the Nordic market.

The fund

Detailed proprietary research is at the centre of the investment process which is aimed at identifying “high conviction” companies which have an appealing combination of quality characteristics and attractive valuation. Arctic Nordic Equities is index-independent.

The portfolio is constructed by bottom up stock picking of an integrated team of investment professionals with extensive industrial as well as financial experience from the Nordic region. The goal is to create the best portfolio possible at any time by investing in the Nordic region without any sector constraints.

Arctic Nordic Equities has since inception significantly outperformed the Nordic market as well as major international indices. Volatility has been consistently lower than the market, while fund turnover has been moderate. Analyzing fund characteristics since inception, the fund has had somewhat defensive characteristics as the fund has tended to outperform the market in months with negative market returns, while volatility has been comparatively low. The fund has a moderate concentration, currently having approximately 40 positions. Turnover has been relatively low, while active share typically has been above 80%.

 

Arctic Nordic Equities is research driven and truly index‐independent UCITS fund. The investment process focus on identifying companies which are considered to be value‐creating over time at a reasonable price. The portfolio is constructed by bottom up stock picking. There are no constraints regarding country or industry in the Nordic region, and the goal is to create the best portfolio possible at any time. The funds benchmark is VINX Index calculated in Norwegian kroner.

Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.