Bo Selling

Alecta aims to generate the highest possible return at a low cost. The firm’s portfolio holdings consist of fixed income, equities, and real estate. The core of Alecta’s philosophy is a competent independent in-house analysis, focusing on the absolute return and risks of their investments. They direct their investment activities mainly to areas where they have such in-house capability and expertise. By limiting the number of holdings, they facilitate an even deeper analysis whereby each specific analysis can have a significant impact on the firm’s performance.

Provides investment services in companies and real estate properties

HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question.

Provides securities management and trading services