Discover the Best Investment Firm in Stockholm: Investerum Strategic Value
Market volatility and economic challenges have made capital management more complex than ever. In the midst of this changing landscape stands Investerum, a capital management company based in Stockholm, specializing in long-term and sustainable investing through its unique value investing strategy.
Investerum Strategic Value – Named Best Balanced Fund of the Year
The Investerum Strategic Value fund has recently been named the best balanced fund of the year by Morningstar’s Awards for Investing Excellence, confirming its success and reliability. This award recognizes the fund’s strong performance and the skill behind its management.
“We don’t invest in anything we don’t understand,” says Gunnar Åkerman, CEO of Investerum. “We focus on companies with sound finances and strong market positions.”
Value Investing – A Long-Term Strategy
Value investing is about investing in undervalued companies with potential for growth. Investerum has consistently used this method to identify and invest in companies with strong fundamental values. Successful investments include the purchase of Alphabet (Google) in 2009, resulting in a return of over 2000 percent, and Novo Nordisk, which generated a return of 525 percent in 2017.
Trade the Investerum Strategic Value fund at Avanza
Sustainability at the Core
Sustainability is an integral part of Investerum’s investment philosophy. With advisors certified in sustainable finance, the company ensures that their investments not only provide financial returns but also consider environmental and social factors. This balance between returns and responsibility has become a crucial factor for many investors in today’s society.
“We aim to invest in well-managed and profitable companies with strong corporate governance and responsibility,” says Åkerman.
Customized Advisory Services
Investerum’s client base mainly consists of two groups: entrepreneurs in family-owned businesses and high-net-worth individuals. These groups have specific needs and challenges, and Investerum offers tailored advice to help them achieve their long-term financial goals. With a deep understanding of market dynamics and client needs, the company provides both advisory services and asset management.
Market Outlook and Future Challenges
The management of Investerum Strategic Value indicates that upcoming interest rate cuts may create increased market volatility. It is emphasized that sticking to a long-term strategy and avoiding speculation in temporary trends is important. This method has proven successful, as evidenced by the award for Best SEK Allocation Fund at Morningstar’s Awards for Investing Excellence.
For investors seeking a reliable partner in an uncertain world, Investerum offers a combination of deep market knowledge, sustainability, and long-term growth.
Visit Investerum’s website to learn more about their strategy and how they can help you navigate today’s financial landscape.
Trade the Investerum Strategic Value fund at Avanza
Risk Information: Historical performance is not a guarantee of future returns.