Investment Profile

 

Investment Strategy

Our investment strategy is based on individual evaluation of Nordic stocks to identify interesting investment opportunities. The main emphasis is on the Swedish market, complemented by the other Nordic countries.

Characteristic of Nordic Equities is that we tend to hold relatively focused portfolios. Scandinavia, with its varied industrial structure, offers a wide range of sectors and companies. However, we do not seek to achieve an even geographical or sectorial spread of investments. Instead, we work with stockpicking, evaluating each company individually.

 

Investment Board with International Advisors

Investment opportunities and fund holdings are discussed within the company’s Investment Board chaired by Mr Jonas Jakobson, who founded Nordic Equities. Our Advisory Board, comprised of outside advisors with long international experience from companies such as Soros AM, Mercury AM and Merrill Lynch AM, provides our team with valuable insight and knowledge.

 

Exceptional Customer Service

At Nordic Equities we work continuously to maintain close contact with our clients. Through personal meetings, conversations and presentations in connection to board meetings, we strive to build good and durable client relationships. We regularly arrange lunch presentations, where our clients are given the opportunity to meet influential representatives from leading Nordic companies.

Read more about our lunch presentations here