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Special Report: Equity Strategies

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Stockholm (HedgeNordic) – In this edition of HedgeNordic’s special report on “Equity Strategies,” HedgeNordic explores various approaches to equity investing employed by institutional investors and presents a wide range of equity strategies, spanning from passive to long-only active strategies and long/short equity approaches. The report aims to provide insights into the diverse landscape of equity investing and shed light on different investment strategies employed by market participants.

This publication kicks off with an article on “Demystifying Consensus Estimates,” where Scott Rosen and Erin Gifford of Visible Alpha explain its software as a service business model focused on sell-side equity research. Jan Petter Sissener recalls the early days of his directional long/short equity fund with downside protection, explains the fund’s flexible mandate, looks back at its strong results from short selling in 2022, and describes his fundamental belief that “Cash Flow Never Lies.” Next, Head of Business Development Sukh Bachal talks about Neovest’s “Modular Front Office Order and Execution Management Platform.”

In “Equities in the Runoff Phase of Pension Plan Management,” Mattias Ledunger, the chief investment officer of Praktikertjänst, describes his and his team’s approach to building an equity portfolio for a pension plan in runoff mode. Trond Tviberg and Mads Andreassen embarked on a new venture after resigning from Sector and launched Seior Healthcare Opportunities Fund, a low-net long/short equity fund specializing in the healthcare sector, to experience the “Stock Picker’s Dream and Nightmare.” In “Unraveling the Truth about Market-Neutral Equity Strategies,” Simon Røksund Johannessen from KLP and Jakob Nordestedt from Nordea discuss the role of equity market-neutral strategies in a portfolio, misconceptions, and manager selection hints.

Joined by co-portfolio manager Henri Blomster, Ernst Grönblom then describes “Asilo’s Path to Finding Tomorrow’s Superstars.” Precious metals specialist Eric Strand, who believes “Gold Stays Gold Forever,” introduces AuAg’s innovative ETF that offers investors a novel opportunity to gain exposure to gold through investments in “best-in-class” gold mining companies.

Tapio Koivu, Portfolio Manager at Veritas, goes on to explain “The Veritas Approach to Building a Well-Rounded Equities Portfolio,” describing the pension fund’s comprehensive range of strategies and investment styles to construct its equity allocation. Nicolas Rabener from Finominal then talks about “Trend Following in Equities,” while Jonas Thulin from Erik Penser Bank explains “The Art of Tactical Investing” in equities. In an interview with the Swedish House of Finance, NYU’s Sydney Ludvingson discusses drivers of equity value growth, the risks associated with high valuations and rising interest rates, and how policymakers and investors can mitigate those risks in “What Drives the Rise in Equity Value, Where Is It Headed?

We hope you enjoy the read and who knows, maybe there is something new even for you old market goers.

You can access the publication here.

 

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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