It has been quite interesting to observe how the largest institutional investors around the world have very clearly communicated that their investments are more and more dependent on sustainability issues.

A part of Fondita’s investment process is to look for companies with growth capabilities, either structural growth drivers, growth by acquisitions, or both. We aim to find these companies at a reasonable valuation and to be a long-term owner.

Even before the Covid-19 pandemic broke out one of the strongest global growth themes has been ”our society going digital”. Today this is an even stronger theme for the long-term investor.

"Trends in small caps and opportunities in the aftermath of the corona crisis" - Markus Larsson and Kenneth Blomqvist in Placera.se  

Funds managed by Marcus Björkstén include Equity Spice, which has performed very well lately.

"We believe all themes Fondita 2000+ focuses on will come out stronger from the crisis". Fondita's portfolio managers Tom Lehto and Marcus Björkstén discuss the current market situation and its implications in an interview by SAVR AB. 

After successfully managing a European Small Cap fund since 2009 Fondita decided some four years ago to continue on that path. In 2017 Fondita launched its fourth fund focusing on smaller listed companies - Fondita European Micro Cap.

Finnish businesspaper Kauppalehti highlights the Swedish stock market and some specific stocks. Portfolio manager Markus Larsson highlights a few Swedish stocks in Fondita Nordic Small Cap: Embracer, Enea and Elekta.

Due to the dreadful COVID-19 virus the stock markets have dived, but also to some extent recovered from bottom levels in March. The consequences of the virus are serious for all of us.

Full interview with Portfolio Manager Marcus Björksten from Fondita Fund Management Company. Marcus tells us about the current market situation (COVID-19) for the fund Fondita Sustainable Europe and highlights a few companies that have performed well during this time.

How has the fund performed in the current market situation (Covid-19)? Kenneth Blomqvist, portfolio manager of Fondita European Micro Cap

Turbulence on the stock market Volatility on the stock market has been historically high in the wake of the continued spread of the corona virus and the negative effects that this is li

When you convert a fund and replace the holdings to become sustainable – what happens and what are the new holdings? Why can oil- and alcohol companies be classified as sustainable companies? Are sustainable companies over valued?

Portfolio manager Marcus Björkstén was interviewed in the Finnish newspaper Helsingin Sanomat regarding the new sustainable investment focus. "This is only the beginning" Björkstén comments.

 

Marcus Björksten talks about our view on sustainability and why these companies are the winners in the future. Read the full article (in Swedish, for subscribers) below:

Marcus Björkstén is featured in the December issue of the Finnish paper Arvopaperi

Markus Larsson participated in the Swedish WebTV program EFN Börslunch in their Finland special last week on our Independence day. See full episode (in Swedish) here.