- 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

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.