Mats Planthaber

Provides investment advice

HKF is an active, long-term manager which follows a value-oriented investment approach. Their investment strategy is flexible, and tailored to their clients' objectives. The firm invests in Swedish equity, in third-party funds globally and marginally in fixed-income and derivatives. Their asset allocation process is independent of any index, sector or market-cap restriction. They invest in 'fundamentally interesting companies', using a bottom-up, stock-picking investment process. They seek to identify financially strong companies through fundamental analysis including company visits. In-house research is complemented by outsourced analysis. They construct concentrated portfolios and make investment decisions as a team.