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The fund is an equity fund with return targets to outperform the performance of small and medium-sized companies in the global stock markets. The fund is actively and sustainably managed. The fund invests in small and medium-sized companies divided into different countries and industries. Companies in which the fund invests must have a market capitalization of less than five billion US dollars at the time of investment. The fund has specific and explicit criteria for investing in companies based on environmental, social and governance (ESG) aspects and that best meet the fund company's high standards for sustainable business. Sustainability aspects are explicitly part of the investment process, are continuously analyzed and affect the fund's investments. The fund promotes environmental and social characteristics in accordance with Article 8 of the Disclosure Regulation and is classified as a "light green" fund.
Name | Title | Since | Until |
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Anna Eliasson | - | 2022 | Now |
Andreas Mattson | - | 2019 | Now |
Ylwa Häggström | - | 2019 | Now |
Filip Boman | - | 2019 | Now |
Biography | Filip Boman (born 1968) is Portfolio Manager for Global Equities. He joined the group in 1996 as an analyst responsible for American equities and became Portfolio Manager in 2001. Previously, Mr. Boman worked for Ericsson and has two years experience from the insurance business. Mr. Boman holds a BA in Business Administration from Wittenberg University, Ohio as well as the degree Chartered Financial Analyst (CFA). | ||
Pär Löfving | - | 2019 | Now |
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