Nordic

The strategy offers a diversified portfolio of high quality companies that we consider as the best equity investments in the Nordic countries. Our goal is to identify the lasting investment – the long-term opportunity, based on an in-depth analysis of free cash flow, as we see this as the main long-term driver of share prices.

The strategy invests in equities listed on the Nordic stock exchanges and has no sector restrictions.

An investment in this strategy is an investment in companies based in a richly diversified and low risk region with high political stability that has a global exposure to their products or services. Furthermore, companies based in countries in the Nordic region have high ethical standards.

Active investments in Nordic equities

Lasting active investments

The investment objective of the Nordic strategy is to achieve long-term capital growth exceeding the market return with a moderate risk profile in line with or below the market's risk.

Consistent investment method

Through deep fundamental analysis and an understanding of the company’s free cash flow and future growth prospects, the strategy aims to optimally prepare for future investment opportunities with a robust portfolio of unique stock picks. Our experienced team of portfolio managers selects equities that we believe will become good long-term investments without any benchmark constraints.

Our selection criteria

An investment in the Nordic strategy involves companies based in a richly diversified and low-risk region with high political stability and global exposure to its products or services. Furthermore, companies based in countries in the Nordic region have high ethical standards. Our experience managing focused portfolios has shown that a concentrated portfolio of 25 to 30 high-conviction stock picks ensures sufficient risk diversification.

Our commitment to you

We rely on our proven methodology of selective stock picking combined with thematic tailwinds and a long-term investment horizon. Using these selection criteria, we continually navigate the Nordic equity markets with passion and commitment to achieving long-term returns.

Nordic

Choose your currency below and view total returns over customizable date ranges (last updated end-of-month). Please find the latest fact sheets below the chart (PDF).

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All figures are based on past performance. Past performance is not a reliable indicator of future performance.  The gross figures are gross of management fees and custodian fees, but after transaction costs. All figures include reinvested net dividends (with dividend tax deducted). C WorldWide Asset Management Fondsmaeglerselskab A/S claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain a GIPS Composite Report, please send a request to info@cworldwide.com. 

Fact sheets

Name Currency Fact sheets
C WorldWide Nordic USD
C WorldWide Nordic DKK
C WorldWide Nordic EUR
C WorldWide Nordic GBP
C WorldWide Nordic NOK
C WorldWide Nordic SEK
C WorldWide Nordic AUD

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Decision team - Nordic

Henrik Hviid and Catrin Jansson

Learn about our Nordic team