Lannebo Teknik - Fund with a focus on new technology
Our lives have changed because of the technological advancements made in recent decades. New companies have emerged that have delivered products and services that have revolutionized the way we consume television and music, how we communicate and even how we buy goods and services. And these technological developments will continue, creating good growth opportunities for innovative well-managed companies the world over. As an example, in 2004 Volvo and Apple had about the same market values. In 2018, Apple is worth about 20 times more than Volvo. The world is changing.
Lannebo Teknik is an actively managed equity fund that invests in growth industries globally, but where the emphasis is on the U.S.. Prevailing industries that the fund invests in include technology, telecommunications, health, Internet and media.
The fund is suitable for those who
- want a global exposure to growth companies primarily in the technology sector
- believe in active management and investments based on a clear understanding of each individual company
We strive to find companies that are leaders in their industries. We analyse the company’s competitiveness and future prospects and we evaluate how this is reflected in the share price. The intention is that each investment must qualify on its own merits, where focus is placed on what is important for each individual company and their long-term development. The fund’s objective is to generate a better return than similar funds.
Lannebo Teknik 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.
Lannebo Teknik 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).
Bästa fondbolag, Aktieförvaltning.
Lannebo högst rankade fondbolag i Sverige av fondrådgivare.
Risk Indicator (SRRI)
Basic fund facts
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