- Advertisement -
- Advertisement -

Related

Three-Year Anniversaries for Two PriorNilsson Funds

Latest Report

This year’s Alternative Fixed Income report from HedgeNordic explores how institutional investors and asset managers are navigating this new reality, balancing yield and resilience amid shifting credit cycles, structural change, and evolving sources of return.

Two funds at stock-picking boutique PriorNilsson Fonder recently marked their three-year anniversaries, including the real estate-focused, long-biased long/short equity fund PriorNilsson Fastighet. Despite a softer 2025 amid broad weakness in the real estate sector, the fund has achieved an annualized return of nearly 17 percent.

Alongside PriorNilsson Fastighet, another of the firm’s funds is marking the same milestone. Evolve Global, a long-only equity fund investing in small and mid-sized companies with a particular emphasis on the smallest names, has followed a similar trajectory: two strong opening years followed by a calmer 2025. Since inception, the fund has gained 53.7 percent, comfortably outperforming the MSCI World Small Cap Index, which advanced 36.7 percent over the same period.

“October marks an important milestone at PriorNilsson, both PriorNilsson Fastighet and Evolve Global are turning three years old,” says the team at PriorNilsson Fonder. “Over these years, both funds have delivered strong results and clearly outperformed their benchmarks, thanks to active management, rigorous company analysis and a consistent focus on long-term value creation.”

“October marks an important milestone at PriorNilsson, both PriorNilsson Fastighet and Evolve Global are turning three years old.”

Launched on October 3, PriorNilsson Fastighet is a long-biased long/short equity fund maintaining a net market exposure between 90 and 100 percent. The fund employs a 150/50 long-short extension strategy, allowing the portfolio management team to short up to 50 percent of the portfolio’s net assets while retaining a predominantly long exposure. After a very strong start, with a gain of 19.5 percent in its first three months in 2022, followed by 16 percent in 2023 and 14 percent in 2024, PriorNilsson Fastighet edged up 1.8 percent year-to-date through the end of November, during a period of broad weakness in the real estate market.

“The real estate sector has performed weakly this year, which surprises us given that the fundamental conditions remain strong,” says fund manager Gustav Sällberg. “It is also one of the few sectors relatively unaffected by tariffs and other trade-related disruptions. At the same time, Swedish interest rates have already come down, improving companies’ financial positions through lower interest expenses.” He adds that operating earnings across the sector have generally increased, leaving valuations even lower than before. “The question is when the sector will turn upward,” Sällberg reflects.

“The real estate sector has performed weakly this year, which surprises us given that the fundamental conditions remain strong.”

Sällberg cites Niels Bohr, who once remarked, “It’s difficult to make predictions, especially about the future.” “That certainly applies here as well,” Sällberg adds. “But historically, rebounds in the real estate sector have often come quickly once sentiment turns.”

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

Confluence Marks Next Step in Tidan Capital’s Evolution

Stockholm-based fund boutique Tidan Capital has officially launched its multi-strategy fund vehicle, Confluence, with the strategy now overseeing $265 million across fund and separately...

Trend-Followers Stay the Course in October

The CTA sub-index of the Nordic Hedge Index advanced for a second consecutive month in October, supported by continued trends in precious metals and...

From Exclusive to Accessible: Coeli Listed Real Estate

In the summer of 2024, Swedish asset manager Coeli partnered with real estate specialist Peter Norhammar and NRP Anaxo Management to launch a concentrated...

Strong Earnings Drive Norron Select Higher in October

Mid-to-late October is always a busy earnings season for public companies and, by extension, for stock-picking managers. For long/short equity fund Norron Select, a...

Report: Alternative Fixed Income 2025

As 2025 is deep in its final quarter, investors find themselves navigating a world of contradictions. Equity markets, flush with liquidity and investor optimism,...

Beyond Plain-Vanilla: Ridge Capital Navigates Three Distinct Market Years

In a traditional high-yield bond fund, the yield-to-maturity often serves as a rough indicator of expected returns. Ridge Capital, however, operates with a more...

Allocator Interviews

In-Depth: High Yield

- Advertisement -

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.