Equities
our philosophy
We are dedicated to facilitating access, fostering relationships, and delivering valuable information to enrich the investment process for Nordic institutional and professional investors.
Active Value Partners
Active Value Partners AG is the investment advisor to AVP Funds SICAV Active Value Partners Opportunities Fund.
Active Value Partners AG is the investment advisor to AVP Funds SICAV Active Value Partners Opportunities Fund. The team has 25+ years of collective experience from activist investing and traditional fund management. Liquid Activist Investing in Europe.
Today, many companies in the public market trade at a discount to fundamental value since they underperform their potential, have complex corporate structures or are “out of favour” with the market for idiosyncratic or cyclical reasons. This negatively impacts all shareholders but very few investors are ready to do something about it.
Activist funds are notable exceptions. By employing a private equity-approach to public markets, they act as catalysts for positive change at companies that creates value for all shareholders – shareholder activism is the anti-thesis of passive investing.
Effectual Capital
Founded and backed by family-owned investment office Perpetual, Effectual® offers a framework for…
Founded and backed by family-owned investment office Perpetual, Effectual® offers a framework for making sustainable core portfolios a reality: Effectual® Sustainable Return (ESR).
A new standard for sustainable investing in Equities and Corporate Credit (IG). The concept is founded on the theory of externalities and has been used by economists for long to evaluate economic efficiency in a way that captures costs and benefits to society as a whole.
Built on this framework and leveraging big data, sustainable return provides investors with an objective, verifiable and comprehensible measure for evaluating the sustainability of portfolios.
The first self-winding wristwatch was called Perpetual. Today this name stands for an investment philosophy as well. Perpetual is a lasting commitment to future generations.
LarrainVial Asset Management
LarrainVial Asset Management is a division of LarrainVial, one of Latin America’s leading financial institutions.
LarrainVial Asset Management is a division of LarrainVial, one of Latin America’s leading financial institutions. LarrainVial Asset Management currently has a team of around 90 professionals who manage about USD 7 billion in assets through mutual funds, investment funds and portfolio management.
With the goal of facilitating investment for foreign individuals and institutions, in 2011 LarrainVial Asset Management launched an investment vehicle under European law (UCITS IV), LarrainVial Asset Management SICAV, in Luxembourg.
LarrainVial manage the largest Latin American equity fund in the world, covering more than 8 countries, with USD 1bn in AUM.
Maple Brown Abbott
Maple-Brown Abbott was established as an investment management firm in 1984 by Robert Maple-Brown and…
Maple-Brown Abbott was established as an investment management firm in 1984 by Robert Maple-Brown and Chris Abbott, and is one of Australia’s most enduring boutique investment managers.
Now affiliated with Antipodes Group, specialist teams focus on Australian value equity, Australian small companies, global listed infrastructure and multi-asset strategies. Each investment team operates autonomously, serving institutional, intermediary, high net-worth and retail clients in Australia and globally.
The Maple-Brown Abbott Global Listed Infrastructure business, established in 2012 as a partnership between the founding Principals and Maple-Brown Abbott Limited, operates as a boutique within a boutique. The Co-Founders, who are also Portfolio Managers, have worked together for more than 17 years, 12 years at Maple-Brown Abbott and prior to that at Macquarie, and are supported by a high-calibre team including a fourth portfolio manager and an ESG specialist.
Mirae Asset Global Investments
Founded in 1997, Mirae Asset is one of the largest independent financial groups in Asia, providing comprehensive…
Founded in 1997, Mirae Asset is one of the largest independent financial groups in Asia, providing comprehensive services to clients worldwide – including asset management, wealth management, investment banking, and life insurance.
Mirae Asset Global Investments is a diversified global investment manager and now operates worldwide across 16 markets.
Mirae offer a wide range of equity strategies across regions and investment themes, notably Asia, China and India in addition to Sector Leaders and Greater Consumer themes.
Focused on building high-conviction portfolios based on fundamental, bottom-up stock picking, Mirae investment process emphasizes quality, growth and sustainable competitiveness to identify existing and emerging industry leaders at reasonable valuations.
Polaris Capital Management
Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s…
Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing Global and International Equity Portfolios for nearly four decades, combining investment technology and traditional fundamental research.
At its core, the investment philosophy is dedicated to pure global value investing — time-tested over more than four decades. Polaris seek to build value portfolios that can achieve higher than benchmark returns with below market risk.
Polaris have a disciplined approach to global value investing, with the flexibility to invest in companies in any country (developed or emerging), industry or market capitalization. Diversification extends to more than 15 industry groups and 15 countries. Most investments are held for three to five years, and turnover averages 30% annually.
Polaris conduct bottom-up stock selection, which results in holdings that are considered the most undervalued in the world pursuant to their valuation criteria. In addition to financial analyses, its research team assesses industry conditions, competitive advantages, profitability, operating and financial leverage and the quality of company management.
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