Finland’s Varma is one of several large Nordic asset owners that has been moving towards a more holistic view of the portfolio – some time before a total portfolio approach turned into a much-hyped concept. Varma’s deputy CEO and CIO Markus Aho says that while the € 71.4 billion...
Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...
By Oddbjørn Dybvad, CIO – REQ Capital: As an investor you entrust senior management in an organization with your capital. Finding exceptional management teams...
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...
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...
