- Advertisement -
- Advertisement -

Related

RFP: Nordic Family Office Seeks High-Conviction Equity Manager

Latest Report

- Advertisement -

Stockholm (HedgeNordic) – A Nordic family office is seeking a global equity unconstrained long-only manager to manage an allocation of €20 to €60 million, according to a request for proposal on Global Fund Search. The family office favors an active, stock-picking approach, with a preference for managers running concentrated, high-conviction portfolios.

Search Criteria

  • Universe:
    • Off-benchmark holdings allowed (no specific limit).
    • Global listed equities, Developed Markets or Developed + Emerging.
    • Benchmark: MSCI World or MSCI ACWI
  • Objective
    • To outperform the benchmark by more than 300 bps p.a.
  • Investment approach
    • Active Long-only Stock-picking focus
    • Concentrated/High-Conviction (Portfolio size, e.g. 20-40 Shares.)
    • Unconstrained
    • Tracking Error in the 3 -10 range
    • Cash Position can vary, but the target should be to be fully invested.
    • No leverage.
  • ESG
    • SFDR Article 8 preferred but not mandatory
    • UNPRI Signatory
    • Sustainability integrated into the investment process

Minimum requirements

  • Minimum track: 3 years (Composite or fund level)
  • Minimum Strategy AUM: €500 Million (Soft requirement)
  • Low PM-turnover

Investment vehicle

  • Existing daily liquidity vehicle is preferred (Up to monthly liquidity is possible)
  • A fund vehicle (e.g. UCITS or similar)
  • Domicile: No preference, European, US etc., are accepted
  • Unhedged share class

Performance data

  • EUR gross of fees to the platform (Gross and Net as an appendix, see Q3)
  • Track record must be from the actual strategy, with no adjustments or carve-outs
  • If the proposed fund has a short track record, please submit the composite to the platform and the fund track record itself in Q3

Indicative Timeline 

  • Shortlisting Q2
  • Selection Q3

Deadline
February 14th 2025 (Cut-off: Midnight CET, Expiry date inclusive)

To review the search and apply, asset managers need to register here on globalfundsearch.com and locate the RFP with ID: WGG2F.

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

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...

Finserve Expands Alternative Offering Through Resscapital Deal

Swedish fund company Finserve Holding announced in mid-summer its bid to acquire all shares in specialist asset manager Resscapital AB, a transaction that has...

Atlas Global Macro Turning the Corner with Commodity Strength?

Atlas Global Macro, the theme-driven hedge fund co-founded and co-managed by Lars Tvede, is finally showing signs of the potential its founders envisioned at...

Schroders Brings Active Strategies to Europe Through UCITS ETFs

The Exchange Traded Fund (ETF) market in the United States is far more developed than in Europe, reflecting differences in market maturity, regulatory frameworks,...

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.