Fondita’s investment philosophy is based on stock picking. We have a consistent approach and use the same investment philosophy in all of our 8 equity funds.
We do not invest in accordance with indices or benchmarks. Our investment philosophy is high-conviction, with actively managed portfolios with a concentrated, low-turnover investment approach. We prefer a long-term investment horizon. Our portfolios consist of approximately 30 stocks.
We search actively for companies that fulfill our requirements, for example:
- Strong market position and good future potential
- Established and recognized profitability and sound balance sheet
- Qualified and competent management
- Active and visible owners in company operations.
- Reasonable valuation (DCF, PE, EV/EBIT, etc.)
Our concentrated portfolios allow us to closely monitor the companies that we are invested in as well as meeting the management of the portfolio companies on a regular basis, between one to four times a year. We also strive towards meeting with competitors and customers to our portfolio companies in order to obtain a broader perspective of the respective markets and business environments.
We focus on small- and micro-cap publicly traded companies in Europe and the Nordics.