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Evli Swedish Small Cap is an equity fund that invests mainly in equities and equity related securities of publicly traded small and medium sized Swedish companies. When selecting investments the main focus is on solid, well-managed companies with an attractive fundamental valuation. The portfolio is concentrated to a smaller amount of holdings, which means possible higher returns but with a higher risk compared to a broad Swedish equity fund. The fund's investment policy complies with Evli Fund Management Company's policies for responsible investment, in addition to which the fund excludes from its investments companies with substantial business in the following areas: alcohol, weapons and firearms, tobacco, adult entertainment or gambling. The fund also excludes companies that produce fossil fuel from its investments.
Name | Title | Since | Until |
---|---|---|---|
Janne Kujala | - | 2019 | Now |
Marcus Björkstén | - | 2013 | 2019 |
Petter Löfqvist | - | 2009 | 2013 |
Henrik Söderberg | - | 2008 | 2009 |
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