Manager Interviews Archives - Page 24 of 39

Allocator Interviews

Veritas Rethinks Emerging Market Exposure: Shift to “Ex-China” Allocations

Laura Wickström Refines Diversification Strategy at Veritas

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

Latest news in alternatives

Exclusions Don’t Solve the Problem

Stockholm (HedgeNordic) – Microsoft founder Bill Gates recently told the Financial Times that divesting fossil fuel stocks from portfolios “will not heal the planet...

Sampension’s Viewpoint on the Low-Return World

Stockholm (HedgeNordic) – A once-unthinkable environment of ultra-low and negative interest rates and historically expensive equity markets has been forcing pension funds to search...

Low Fees, Strong Returns

Stockholm (HedgeNordic) – Agenta Alternativa Investeringar, one of the lowest-cost hedge funds in the Nordics, has got off to a great start since launching...

Defensive Growth Story Continues

Stockholm (HedgeNordic) – The Rhenman healthcare strategy - Rhenman Healthcare Equity L/S - has annualized at an average of c.20% since inception in June...

Small-Cap Premium: A Factor That Matters

Stockholm (HedgeNordic) – Value stocks might have underperformed broader market indices in the past few years, but Kempen Global Small-Cap managed to beat its...

Liquid Alternative to Private Equity

Stockholm (HedgeNordic) – One of the trends seen in the past decade has been investors falling in love with private markets. Whereas private equity...

Investing in Founder-Led Companies

Stockholm (HedgeNordic) – Andreas Aaen operates under the motto of “putting your money where your mouth is,” which has proven successful thus far. After...

The Value in Sustainability

Stockholm (HedgeNordic) – Many investors and fund managers do not want to disregard the well-being of the earth and society, and many investors are...

Concentrate. Focus. Engage.

Stockholm (HedgeNordic) – Accendo Capital’s activist approach to investing reflects a mix of diplomacy, entrepreneurial authority, and sometimes even aggressiveness in the pursuit of...

Upside Potential is Overrated. Downside Protection Underrated!

Stockholm (HedgeNordic) – Over the past several years, equity markets have been mostly powered by growth stocks, with expensive names becoming even more expensive...

Iterative Loop and Energy Transition

Stockholm (HedgeNordic) – Launched in the volatile market environment of last year’s fourth quarter, the Proxy Renewable Long/Short Energy fund has fared well since...

Here’s What my Teacher Says.

Stockholm (HedgeNordic) – Most value-oriented fund managers I’ve met say they were introduced to value investing by Benjamin Graham through his legendary book “The...

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NBIM Signals Interest in Long/Short Equity

Länsförsäkringar Taps Cecilia Kellner to Lead Asset Management

Velliv Axes Alternatives Team Amid Strategic Overhaul

Veritas Rethinks Emerging Market Exposure: Shift to “Ex-China” Allocations

Infrastructure’s Role in Europe’s Transformation

Capital Four Reaches Hard Cap for Fifth Private Debt Vintage

Private Markets and Equity Exposure Top Priorities for Nordic Investors

The Rise of Private Lending and the Funding Opportunity for European Transformation

Allocator Interviews

Veritas Rethinks Emerging Market Exposure: Shift to “Ex-China” Allocations

Laura Wickström Refines Diversification Strategy at Veritas

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing