Nordic Small Cap

Fund Introduction

The Investors Nordic Small Cap Fund, which invests in the Nordic countries, is the first fund in the Investors House Rahastot and so it has the the longest history. The Nordic countries offer interesting opportunities for investors, as growth companies in small economies have had to go international at an early stage in order to achieve sufficient growth potential.

In view of the size of the market, the Nordic countries have a very diverse selection of high-quality international companies. The industry mix varies from country to country and the independent currency areas bring their own distinction to the Nordic countries. Depending on the situation and perspective, currencies offer flexibility, opportunity, diversification or risk.

The fund aims to find Nordic quality dividend payers that can offer predictable dividend growth regardless of economic cycles. The portfolio is formed with emphasis on stable industries, but at the corporate level seeking strong, sustainable competitive advantages and growth. The sector selection seeks to have a defensive nature for the portfolio, ie to reduce the impact of economic and market fluctuations on the investment performance of the investment portfolio and to avoid large fluctuations in prices. At the same company level, however, the emphasis is on growth potential and efforts are made to find profitable, forward-looking companies to secure the revenue potential.

The Nordic countries are close by and we seek to meet as many investment targets as possible. Meetings with the target company management help you understand industry trends and measures and levels of ambition to achieve growth and ensure shareholder value.