Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🚨 Don’t miss your updated list of AI-picked stocks for this month
Pick Stocks with AI
19.860
+0.080
+0.40%
31/03 - Closed. Currency in SEK
Type:
Fund
Market:
Sweden
Issuer:
East Capital Asset Management S.A.
ISIN:
SE0001244328
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 236.06M
East Capital Balkan
19.860
+0.080
+0.40%
- Overview
- Profile
- Historical Data
- Holdings
East Capital Balkan Overview
On this page you'll find an in-depth profile of East Capital Balkan. Learn about the key management, total assets, investment strategy and contact information of 0P000010D4 among other information.
Category
Total Assets
236.06M
Expenses
2.51%
Inception Date
Oct 01, 2004
Investment Strategy
The Fund seeks to maximise the return for its unit-holders. East Capital’s investment philosophy is based on a long-term perspective of development, fundamental analysis and active stock-picking, combining growth with value. The East Capital Balkan Fund primarily invests in companies in Romania, Bulgaria, Croatia, Serbia, Turkey and Slovenia. The Fund can invest in listed and unlisted securities and money market instruments, derivatives, fund units and accounts with credit institutions. It uses derivatives to make the management more efficient. The Fund’s strategy is to enter the markets at an early stage and buy shares in companies with low valuations and in rapidly growing sectors. A large part of the portfolio is made up of large companies in the region, but the Fund also seeks exposure to smaller companies. The Fund invest at least 75% of assets in shares and equity-related instruments, and up to 10% of assets in any one issuer, and the majority of holdings make up under 5%.
Contact Information
Address
11, rue Sainte-Zithe
Luxembourg, L-2763
Luxembourg
Luxembourg, L-2763
Luxembourg
Phone
+46 8 505 97 777
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Elam Håkansson | Founding Partner | 2004 | Now |
| Biography | Peter, a Swedish national, is a founding partner of East Capital, acting today as Head of the Investment team. Peter devised, set up and implemented East Capital’s investment philosophy and strategy, which he continues to oversee. Peter has worked with Eastern European markets since the early nineties. He frequently visits companies across the East Capital investment universe. He is a member of the Boards of the Swedish-Russian Chamber of Commerce and Bonnier Business Press AB as well as the Advisory Board of Stena Long Term Equity. Prior to East Capital, Peter held a series of senior positions at Enskilda Securities in London, Paris and Stockholm – where his last role was as Head of Equities and Global Head of Research. Peter has been awarded with the Golden Star for best Fund Manager five times by Morningstar and Sweden’s largest financial daily Dagens Industri, as well as numerous Lipper awards for the performance of the funds that he manages together with his multi-cultural teams based in Hong Kong, Moscow and Stockholm. East Capital Russia, the flagship fund, was the best performing publicly traded fund of the decade 2000-2009 returning 1565% (USD, Source: Morningstar). Peter is a board member of various East Capital entities, Bonnier Business Press and Inter Peace Sweden, a supervisory board member of Atlantic Grupa in Croatia (ATGR-R-A), an advisory board member of Stena Long Term Equity and chairman of the board of the Swedish Music Hall of Fame. Prior to founding East Capital, Peter held a series of senior positions at Enskilda Securities in London, Paris and Stockholm, where his last role was Head of Equities and Global Head of Research. Peter holds an MSc in Finance from Stockholm School of Economics and has studied at l´EDHEC in Lille. He speaks Swedish, English and French. | ||
Write your thoughts about East Capital Balkan
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review