The fund

Arctic Norwegian Value Creation is an index-independent fund where detailed proprietary research is at the centre of the investment process. The process aims at identifying “high conviction” companies with an appealing combination of quality characteristics and valuation.

The portfolio is constructed by bottom up stock picking of an integrated team of four 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 Norwegian stock market without any sector constraints.

Arctic Norwegian Value Creation has since inception significantly outperformed the Oslo Stock Exchange. 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 and relatively low turnover, while active share typically has been above 60%.

 

 

Arctic Norwegian Value Creation 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 sectors and the goal is to achieve the best possible long-term risk-adjusted return. The funds benchmark is Oslo Stock Exchange Mutual Fund Index (OSEFX).

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.