- Advertisement -
- Advertisement -

Related

Kvartil’s Targeted Exposure to Unlisted Companies

Latest Report

- Advertisement -

Stockholm (HedgeNordic) – The opportunity to invest in private, unlisted businesses via a traditional private equity structure generally comes with high fees and long lock-up periods. Swedish asset manager Quartile Fonder, known as Kvartil, is launching a special investment fund that offers targeted exposure to the unlisted companies owned by listed investment companies by neutralizing the exposure to their listed underlying holdings through short selling.

Set to launch in early March, Kvartil Liquid Private Assets will offer exposure to about 70-80 unlisted holdings by investing in listed Swedish investment companies while removing the exposure to the investment companies’ publicly-traded underlying holdings. This long/short approach to investing seeks to create pure exposure to unlisted assets owned by listed Swedish investment companies. The fund, structured as a Swedish special fund, aims to solve two main problems associated with investing in unlisted assets via traditional private equity structures: the long lock-up of capital and high fees.

“Unlisted assets both offer attractive risk-adjusted returns but also have an appealing risk profile, which is to say that they are not highly correlated with the stock market as a whole.”

“Unlisted assets both offer attractive risk-adjusted returns but also have an appealing risk profile, which is to say that they are not highly correlated with the stock market as a whole,” Quartile Fonder’s CEO, Torbjörn Olofsson, tells Bloomberg. Olofsson was a portfolio manager and partner at Brummer & Partners-backed fixed-income relative value boutique Nektar for many years. He was also the CIO and co-founder of the now-closed macro hedge fund Ambrosia. Olofsson founded Stockholm-based asset manager Kvartil in September 2018.

The open-ended Swedish special fund will cater to both institutional and retail investors, representing an inexpensive alternative to those who do not have the opportunity to invest in private equity funds. The institutional share class charges an annual management fee of 0.8 percent and requires a minimum investment of SEK 10 million, while the general share class charges a management fee of 1.5 percent and requires a minimum investment of SEK 100.000. Kvartil Liquid Private Assets will offer quarterly subscriptionsand redemptions.

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

Brevan Howard Winds Down Volatility Fund Managed by Ville Helske

Brevan Howard Asset Management is winding down a volatility-focused hedge fund run by high-profile Finnish portfolio manager Ville Helske. Helske, formerly Head of Allocation...

Ymer to Launch Fourth CLO Fund with Proven Strategy and Structure

Building on the track record of three previous credit funds, Swedish alternative credit specialist Ymer SC AB is preparing to roll out its fourth...

Quirky Questions for: Stefan Nilsson (Hedge Funds Club)

Not every conversation in the hedge fund world needs to revolve around alpha, Sharpe ratios, or fund flows. In the ongoing Quirky Questions series,...

Origo’s Johansson Returns to Sohn Conference with High-Conviction Pick

Swedish stock-picking boutique Origo Fonder is gaining fresh recognition following a strategic transformation, strong performance, and growing assets. The firm’s evolution into an “Origo...

Commodities Lift CTAs Amid Turmoil

In June 2025, the NHX CTA Index was up as losses in stocks and bonds were outweighed by profits in commodities, but briefly erupting...

Finserve Global Security Fund Boosts Quant Edge with Martin Redgård

Under lead portfolio manager Joakim Agerback, the Finserve Global Security Fund has successfully capitalized on the global surge in defense, cybersecurity, and space investments...

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.