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Latest Allocator News

In late 2024, Laura Wickström concluded her first annual planning cycle as Chief Investment Officer at Veritas Pension Insurance Company, which shaped the investment strategy for 2025. A key topic during this process was the “need for diversification,” particularly as government bonds have recently struggled to fulfill their traditional...

Allocator Interviews

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Allocator Interviews

Latest news in alternatives

The Intangible Quality of a Great Business

Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...

Extraordinary CEOs

By Oddbjørn Dybvad, CIO – REQ Capital: As an investor you entrust senior management in an organization with your capital. Finding exceptional management teams...

Uncovering Attractively Valued Compounders

Stockholm (HedgeNordic) – So-called compounder stocks usually describe growing high-quality companies that can compound earnings and shareholder value on a consistent basis by reinvesting...

The Quality You Like Is Going to Come Back in Style

By Peter Lindahl and Mattias Lagerspetz, Evli systematic funds team: From a factor investor’s perspective, such as ourselves, quality is in many ways the...

Finding “Superstar” Needles in a Haystack

Stockholm (HedgeNordic) – History shows that most stock market returns usually come from a tiny fraction of companies. In the past decade or so,...