Arctic Norwegian Equities
Stock picking in the Norwegian market
Invest close to home
Norwegian equity fund
Arctic Norwegian Equities is a fund well suited for investors looking to take a position in the Norwegian stock market based on active stock picking, managed by experienced investment managers.
Our analysis is fundamentally driven and oriented to Fair Value. The basis for our fair value calculation is a financial analysis, and a qualitative assessment of individual company factors including its management and its sector.
The fund is sector independent and style agnostic. It provides investors with exposure to well-run, reasonably priced companies, combined with a focus on cashflow, earnings and dividends.
Investment philosophy
Arctic Norwegian Equities has an investment philosophy which is fundamentally driven, style independent and oriented to fair value. We believe that in the long run the stock market is efficient, but in the short term there can be significant over and under valuation of stocks. Our analysis aims to uncover undervalued and overvalued stocks in order to identify buying and selling opportunities from which an excess return can be derived through a subsequent reversion to fair value.
In the long term, a company's earnings will determine its value. A large part of the short-term volatility can be explained by market disruption and psychology. Stocks and industries are sometimes very popular and overvalued and at other times out of favour, undervalued or incorrectly valued. As time pass by the fundamental factors will win through, and that is why fundamental analysis is at the core of our business.
The fund has a structured and repeatable investment process where investment decisions are based on our internal analysis. Such analysis takes account of both quantitative and qualitative aspects relating to the company under review, its sector, valuation and associated sentiment. Company meetings and site visits are an important part of the detailed internal research process, which also includes thorough analysis of relevant factors before and after meetings. In this way we gain valuable insights into both the company and the industry in which it operates.
We believe strong performance over time depends on investing responsibly. Companies with a focus on the environment, corporate governance and social responsibility are, in our view, more likely to provide excess returns to investors over time.
Fund Performance
Investment team
Albert Collett
Chief Investment Officer
Alexander Larsted Lager
Portfolio Manager
Arild Huitfeldt
Analyst
The Norwegian Equity Market
We believe the Norwegian equity market is an attractive place to invest. The market offers profitable and internationally competitive companies that can demonstrate strong historical returns, at the same time as its robust structure contributes to a favourable outlook. Indeed, over the last 20 years the Norwegian stock market has been one of the world’s best-performing.
Read more about the Norwegian equity market here and our funds invested in the sector.
Get invested
You don't need to be wealthy to start investing. As an online client, a sum of NOK 1,000 is enough to take the first step towards reaching your long-term financial goal. All Arctic funds can be purchased online via our online investment portal. The portfolios are actively managed by our experienced investment teams.
We also offer personal advisory service to investment companies and institutional clients looking to invest in the Arctic funds.
View our other strategies
Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.
Compare our prices to other providers at www.finansportalen.no.