Marcus Björkstén’s thoughts on EU channelling massive funds into “green initiatives” during the coming years
In February, the EU passed a 672,5 billion EUR recovery fund to help the union to recover from the COVID-19 pandemic by boosting environmental initiatives and digital transformation.
Marcus Björksten interviewed in Financial Times about sustainable inves
"The whole ambition towards a more climate-neutral Europe and better natural resource efficiency is a mega trend, and I wanted to find companies that are well-positioned to address environmental threats and offer tools to fight them,’
We are extremely proud and happy to inform all our clients that our experienced European equities portfolio manager Kenneth Blomqvist was ranked nr.1 of 757 portfolio managers, during the past 12 months, in the
Markus Larsson’s thoughts on Fondita Nordic Micro Cap – an active year with acquisitions and takeovers
Nordic Micro Cap
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 invest over the long-term.
Portfolio Manager Marcus Björkstén’s thoughts on the EU Green Deal's implications on Fondita Sustainable Europe
EU wants 25 times more offshore wind turbines compared to today before 2050
Portfolio manager Marcus Björkstén’s thoughts on the US election: Fondita Sustainable Europe – Biden could give a boost to the fund´s thematic focus
Fondita Sustainable Europe invests in European companies which have a product or service that enables us to reach set goals regarding Co2 reduction and efficient use of natural resources.
A clear focus on sustainability in the investment process has been Marcus Björkstén's recipe for success since he took over the management of Fondita Sustainable Europe in March 2019. He has switched much of the fund's 35 holdings and only one original company remains in the fund. ...
"Fondita’s portfolio manager Marcus Björksten seems to have found the right recipe for success within the slow-growing European economy.
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.
Fondita European Micro Cap, Fondita European Small Cap, Fondita Nordic Micro Cap, Fondita Nordic Small Cap
"Trends in small caps and opportunities in the aftermath of the corona crisis" - Markus Larsson and Kenneth Blomqvist in Placera.se
Fondita Equity Spice
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.
Fondita European Micro Cap turning 3 years - Finding long-term growth and managing the COVID-19 crisis
European Micro Cap
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.
Small caps outperform over time, now trading at discount to large caps - providing long term opportunities
European Micro Cap, European Small Cap, Nordic Micro Cap, Nordic Small Cap
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.