Lannebo Sverige

The Stockholm Stock Exchange is home to many innovative and competitive companies that have managed growth by gaining market share in the international markets. Just a few examples include Ericsson, Atlas Copco and Alfa Laval that each has become global leaders in their respective industries. Leading companies are better able than their competitors to grow with stable profitability. Therefore, a Sweden fund is always a favourable component of a savings portfolio. Lannebo Sverige is an actively managed equity fund that invests in the Swedish equity market.

The fund is suitable for those who

• want to take part in developments on the Swedish equity market
• believe in active management and investments based on a clear understanding of each individual company

The fund normally invests in 20 to 30 companies. Companies are selected based on a thorough analysis grounded on our own expertise and on our recurring meetings with company management. The goal is to find investments that over time can provide a good risk adjusted return.

Lannebo Sverige conducts genuine active management with focus on long-term, profitability and sustainability. The funds managers choose holdings on the basis of a thorough company analysis. The managers assess factors such as the company’s business model, market position, growth opportunities and risks. How a company takes responsibility towards people, environment and society also affect its future growth. Therefore, before making an investment the portfolio managers complete an internal company sustainability analysis. The managers analyse and assess various areas of sustainability and review whether there have been previous sustainability incidents. The managers then rate the company based on the results of the analysis. The internal analysis also includes a rating from an external sustainability service provider. Lannebo’s active management means that our managers develop a deep knowledge of each holding, which we believe is a prerequisite for being able to integrate sustainability into the investment process. We are long-term investors and our task is to invest in companies that will be profitable and deliver to our fund investors a good return over time at a reasonable risk. The managers also meet with company managements regularly to monitor developments and discuss sustainability.

Exclusion
Lannebo Sverige does not invest in companies that violate international conventions or in companies that produce and/or distribute controversial weapons. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from the production and/or distribution of tobacco, cannabis, alcohol, weapons, gambling or pornography. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from extracting of fossil fuels (coal, oil and gas).