Lannebo NanoCap

Lannebo NanoCap is an actively managed fund that invests in smaller companies listed in the Nordic region, with an emphasis on Sweden. A companies’ market capitalization at the time of investment may not exceed 0,05 per cent of the Swedish stock market’s total market capitalization. The fund is a special fund and can act outside the normal rules that apply to a traditional equity fund, which gives the portfolio manager greater investment opportunities. Among other things, the fund may concentrate its holdings to a smaller number of companies compared to a traditional equity fund.

Other

Lannebo NanoCap is intended for professional investors and is closed for new investments as it has reached its optimal size of assets under management. Please contact Lannebo if you have any questions regarding the fund.

Lannebo NanoCap 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 NanoCap 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).