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The two Micro Cap Funds managed by Fondita – Fondita Nordic Micro Cap and Fondita European Micro Cap have performed well during both last year and in the beginning of this year.

During the past weeks there has been some very important announcements regarding at what pace the CO2 reduction will take place. It seems the pace is even higher than has been anticipated and the bar is being set high.

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,’ 

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.

EU wants 25 times more offshore wind turbines compared to today before 2050

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.

"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.