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The fund aims to safeguard investor capital and provide an adequate rate of return by investing globally in equities providing a potential stable return over a time span of several years. Nordea has developed a special investment process designed to construct a portfolio of equities with a stable and high return. The process is to obtain a return that is far less volatile than – but in the long run close to – that of an ordinary equity portfolio. Like this, the ratio between return and volatility for Stable Return Stocks will exceed by far that of the equity market overall. Three steps: 1. is a quantitative screening process where possible candidates are selected. 2. is a thorough analysis where qualitative and quantitative skills are combined to find attractive stable stocks through absolute risk-based valuation. 3. is portfolio construction where risk management tools are used to construct a diversified portfolio. The fund has certain ethical restrictions for its investments.
Name | Title | Since | Until |
---|---|---|---|
Robert Næss | - | 2008 | 2024 |
Biography | Robert Næss began his career in 1990 as a financial analyst with Handelsbanken (Skillingsbanken). In 1992 Mr. Næss joined BKK as Head of Electricity Trading. Mr. Næss then joined Vital in 1994 as an equities portfolio manager/analyst and in 1996 Mr Næss was promoted to Head of Equity Investments in Vital/DNB. In 2003, Mr. Næss joined DNB Asset Management as a global equity portfolio manager before joining Nordea Investment Management AB as a portfolio manager in 2004. |
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