We live in a world of constant development. Here are the funds for you who wants to invest in the drivers that will be forming our society for many years to come.
Nordic small cap
Interested in investing in the Nordics? Here are funds for you who wants to invest in smaller specialised companies with strong market positions and excellent potential for the future.
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
Our portfolios are comprised of around 35–45 stocks. 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.