Fondita was founded in 1997 and the first two equity funds were launched in the same year. During the following years we have started additional funds and today manage a total of eight equity funds. The core of our investment philosophy is based on active stock picking deviating from benchmarks and indices focusing on small and mid-cap equities. Small and mid-cap companies have historically yielded higher returns than larger companies. Fondita is an independent company with 2/3 of its shares owned by the personnel.
At present Fondita has around 850 million euros under management (August 2017). Around 90 % of the assets under management comes from institutional investors such as pension funds, insurance companies, foundations, etc. Every type of investor is however welcome to become a client as we have no minimum initial investment. All of the assets under management are invested into the eight equity funds that we manage and Fondita has no other business segments than fund management.
Fondita has received a lot of positive attention during the recent years. The highly regarded Finnish branch journal Arvopaperilehti has ranked Fondita as the country’s best fund management company in both in 2013 and 2012. The previous two years Fondita was ranked second. Fondita’s funds and portfolio managers have also received much acclaim from Morningstar, Lipper, Citywire and many more.
In May 2010 Fondita Fund Management Company Ltd. signed the United Nations-supported Principles for Responsible Investment (UNPRI). Through the signing of these principles Fondita has committed itself to operate in a responsible way. This means that we, in all our operations, take environmental, social and corporate governance (ESG) issues into account.