- Advertisement -
- Advertisement -

Related

Othania’s ESG-Focused Fund Joins the Hunt

Latest Report

- Advertisement -

Stockholm (HedgeNordic) – In November of last year, Danish asset manager Othania launched Investin Othania Etisk Formuevækst, a UCITS-compliant fund that uses a systematic model to allocate all available capital either into sustainable equity or bond exchange-traded funds (ETFs) every month. The fund has now joined its sister fund Othania Invest in the Nordic Hedge Index (NHX).

Both Investin Othania Etisk Formuevækst and Othania Invest use a proprietary investment model called TIGER to assess the risk of being exposed to equity markets for the upcoming month. The investment model uses indicators on economic activity, interest rates, and stock market movements to determine next month’s allocation. If the model identifies that the risk of being exposed to equity markets is low or acceptable, the two funds managed by Vincent and Christian Steen Larsen (pictured) allocate all capital in ETFs offering exposure to equities. The assets are otherwise invested in ETFs offering broad-based bond market exposure.

While Othania Invest focuses on U.S. equity and bond ETFs, the younger vehicle focuses on global ETFs that consider environmental, social and governance (ESG) attributes. Investin Othania Etisk Formuevækst currently allocates more than 90 percent of its underlying capital to ESG-screened stocks or bonds. These ETFs usually exclude companies producing adult entertainment, alcohol and tobacco products, controversial weapons including civilian firearms, as well as fossil fuels, gambling activities, among others.

The UCITS-compliant ESG-focused fund aims to generate absolute returns in all environments using the above-described all-in and all-out rotation, targeting an annual return that exceeds the MSCI World by three to four percent. Investin Othania Etisk Formuevækst has returned a cumulative 4.5 percent since launching at end of October last year through mid-February.

 

Welcome to the Nordic Hedge Index (NHX)!

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

Eugeniu Guzun
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. Write to Eugeniu Guzun at eugene@hedgenordic.com

Latest Articles

One Big Winner Lifts Accendo Into the Top Ten

When your portfolio holds six names, one big winner can move the needle in a major way. For Accendo Capital, September proved just that....

Slim Nordic Line-Up at HFM Awards

With Intelligence has revealed the shortlist for the HFM European Performance Awards 2025, featuring an unusually small number of Nordic hedge funds among this...

Record Gold, Rising Momentum

The NHX CTA Index gained in September 2025, supported by a broad-based trend environment. Most of the profits came from precious metals, as gold...

From Rocky Starts to Solid Returns and Milestones

Lynx Asset Management, best known for its flagship trend-following program Lynx, has in recent years expanded its product offering with the launch of Lynx...

Europe’s Infrastructure Transformation: Where the Smart Money is Going

Infrastructure is at the heart of Europe’s economic transformation. Richard Marshall, Head of Infrastructure Research at DWS, explores how subsectors like data centres, renewable...

AuAg Reaches SEK 4 Billion AUM as Precious Green Turns Five

Precious metals specialist AuAg Funds continues to celebrate milestone after milestone. Just a month after its alternative 60/40 fund, AuAg Precious Green, marked its...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
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.