Facebook Twitter Instagram
    • About
    • Subscribe
    • Contact
    • Report Library
    • Manager Login
    Facebook Twitter LinkedIn RSS
    HedgeNordic
    • Home
    • Allocator Angle
    • Report Library
    • Nordic Hedge Award
      • Nominations 2021 Nordic Hedge Award
      • Rookie of the Year
      • Jury Board
      • Historic Winners
      • Statistics
    • Nordic Hedge Index
    • Webinars & Podcasts
    HedgeNordic

    Origo Takes Another Step Towards Greater Transparency

    Eugeniu GuzunBy Eugeniu Guzun29/09/2017No Comments
    Facebook Twitter LinkedIn Email
    Target, bullseye, arrow, bow & arrow,

    Stockholm (HedgeNordic) – Hedge funds are notorious for being secretive, but there is little doubt that the industry has entered a new era of transparency. And some hedge fund vehicles have successfully responded to greater demands for transparency. For instance, Swedish hedge fund manager Origo Capital recently launched Insight, a new informative publication that gives investors access to the fund manager’s thoughts and strategy.

    The new publication is intended to provide in-depth information regarding the development of their long-short equity hedge fund Origo Quest 1, as well as offer insights into the fund’s investment strategy and portfolio holdings. The publication serves as an addendum to the fund’s half-year reports, annual reports, and monthly letters.

    In the inaugural Insight publication, Origo investment manager Stefan Roos and newly-hired investment analyst Carl Rydin discussed the year-to-date performance of their  fund in 2017, provided detailed commentary on some holdings, as well as shared their thoughts on opportunities and challenges lying ahead. The small-cap specialist gained 3.7% year-to-date through September 21, thanks to strong performance enjoyed in the first three weeks of September. The fund was nearly flat in the first eight months of 2017.

    When asked to describe Origo Quest’s investment strategy and pinpoint unique features in the investment process, Stefan said the following:

    “The fund’s strategy is equity long/short with a focus on Nordic small-cap companies. We invest with a long-term view and prefer to engage closely with the companies in our portfolio. We believe we are unique in many ways. We have a company culture where we only specialize in Nordic small-cap companies when most fund companies have a wider and less narrow focus. We choose to have a concentrated portfolio when most funds have a relatively large number of holdings in their portfolios. Our core focus is within very small companies with a market cap up to SEK 10 billion, as oppose to “small-caps” of SEK 50-75 billion. We also try to stay very close to our portfolio companies and have an active dialogue with the Board, management and other owners. Our investment philosophy and approach is closer to a private equity mindset than a traditional mutual fund or hedge fund.”

    Stefan and his team at Origo are not satisfied with the low single-digit return achieved thus far in 2017, as the figure stands below their yearly target of 10-15%. Stefan acknowledged that both the risk-level and correlation in the market have been limited, which could justify the below-target return. “Several of our core holdings reported somewhat weak Q1 results and announced some negative news which led to weaker share price performance. Given our knowledge of these companies, we determined these issues were of short-term nature and decided to increase our positions in some of our long positions. After Q2, we have seen most of our portfolio companies delivering good results and heading in the right direction again,” Stefan said about the fund’s performance year-to-date.

    To view the entire Insight publication released by Origo, please click here:

    Share. Facebook Twitter LinkedIn Email
    Previous ArticleHedge Fund Liquidations Drop as Industry Capital Hits New Record
    Next Article Brummer & Partners Family of Funds Enjoys Banner Month
    Eugeniu Guzun

    Eugeniu Guzun serves as a data analyst responsible for maintaining and gatekeeping the Nordic Hedge Index, and as a journalist covering the Nordic hedge fund industry for HedgeNordic. Eugeniu completed his Master’s degree at the Stockholm School of Economics in 2018.

    Related Posts

    One Nordic Cross Hedge Fund is Liquidating

    St. Petri Readying Launch of Long-Only Fund

    CTAs Starting Summer on a High Note

    Add A Comment

    Leave A Reply Cancel Reply

    Time limit is exhausted. Please reload CAPTCHA.

    Most read today:
    • One Nordic Cross Hedge Fund is Liquidating
    • Janus Henderson Onboards Danske Bank’s EMD Team
    • St. Petri Readying Launch of Long-Only Fund
    • Procrastinated Risk is Knocking on the Door
    • AIFM Group Adds Art to Suite of Offerings
    • Head of Alts Jumps Ship to Join AP Pension
    • In-Depth: Inflation Protection

    Ukraine, Supply-Chain Shortages and Soaring Prices – Accelerators of Sustainable Development

    18/05/2022

    New Theme: Real Income Destruction

    17/05/2022

    Blockification

    16/05/2022

    The Inflation Puzzle

    12/05/2022
    Promotion:
    Video: Manager Interviews
    https://www.youtube.com/watch?v=tni7dQvQrmo

    Subscribe to our newsletter

    HedgeNordic: Your Single Access Point to the Nordic Hedge Fund Industry!

    Check your inbox now to confirm your subscription.

    Most read articles this week:
    • Janus Henderson Onboards Danske Bank’s EMD Team
    • One Nordic Cross Hedge Fund is Liquidating
    • AIFM Group Adds Art to Suite of Offerings
    • St. Petri Readying Launch of Long-Only Fund
    • Head of Alts Jumps Ship to Join AP Pension
    • Procrastinated Risk is Knocking on the Door
    • Recent
    • NHX
    • In Depth

    One Nordic Cross Hedge Fund is Liquidating

    30/06/2022

    St. Petri Readying Launch of Long-Only Fund

    29/06/2022

    AIFM Group Adds Art to Suite of Offerings

    29/06/2022

    Head of Alts Jumps Ship to Join AP Pension

    28/06/2022

    Month in Review – May 2022

    22/06/2022

    Month in Review – April 2022

    12/05/2022

    Follow Your Favourite Hedge Fund

    11/05/2022

    Month in Review – March 2022

    13/04/2022

    Ukraine, Supply-Chain Shortages and Soaring Prices – Accelerators of Sustainable Development

    18/05/2022

    New Theme: Real Income Destruction

    17/05/2022

    Blockification

    16/05/2022

    The Inflation Puzzle

    12/05/2022
    Newsletter Subscription:
    Most Recent Posts:

    One Nordic Cross Hedge Fund is Liquidating

    30/06/2022

    St. Petri Readying Launch of Long-Only Fund

    29/06/2022

    AIFM Group Adds Art to Suite of Offerings

    29/06/2022

    Head of Alts Jumps Ship to Join AP Pension

    28/06/2022

    Janus Henderson Onboards Danske Bank’s EMD Team

    27/06/2022
    Publisher

    Nordic Business Media AB
    Corporate No.: 556838-6170
    BOX 7285
    SE-103 89 Stockholm, Sweden

    VAT No.: SE-556838617001
    Tel.:+46 (0) 8 5333 8688
    Mob.: +46 (0) 7 06566688
    Email: info@hedgenordic.com

    STAY INFORMED

    HedgeNordic: Your Single Access Point to the Nordic Hedge Fund Industry!

    Subscribe to our newsletter:

    Check your inbox now to confirm your subscription.

    RSS Hedge Fund Job Digest
    • Sr. Associate 30/06/2022
    • Data Analyst 30/06/2022
    • Fund Operations Analyst 30/06/2022
    • Fund Analyst 30/06/2022
    • Data Analyst 30/06/2022
    • Director, Alternative Specialists 30/06/2022
    • Asset Management Associate 30/06/2022
    • Python Automation Engineer 30/06/2022

    Copyright © 2022 Nordic Business Media AB

    © 2022 Nordic Business Media AB
    • About
    • Cookie Policy
    • Privacy Policy

    Type above and press Enter to search. Press Esc to cancel.

    We are using cookies to give you the best experience on our website.

    HedgeNordic
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

    Strictly Necessary Cookies

    Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

    If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.