Linn Hansson

Carnegie Fonder is an active, specialist manager which aims to generate positive and stable returns by investing in value companies that have sustainable businesses, strong balance sheets and attractive dividend opportunities. The firm do their own analysis, and only invest in companies they really believe in and not simply because it is included in an index. They prefer liquid securities, since it is relatively easy to find buyers should it become necessary to sell.

Didner & Gerge is an active, conservative manager with an investment horizon of five years or longer. The firm employs a stock picking approach of concentrated portfolios, seeking to invest in well managed companies with good stock price potential, a stable sales and earnings history, good profit margins in the potential to achieve it.

HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question.

Provides investment advice

Provides brokerage services