Riskinformation

Tidigare avkastning är ingen garanti för framtida resultat. Värdet på dina fondinvesteringar kan både stiga och sjunka, och det finns ingen garanti för att du får tillbaka det investerade kapitalet. För fullständig riskinformation klicka här

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Sound Risk-Taking

Since 2007, we have managed capital with precision and responsibility. Our funds are distinctive and offer clear alternatives for investors with diversified portfolios seeking superior risk-adjusted returns.

ALCUR

ALCUR Fonder is an independent fund manager focused on active management and disciplined risk control. We invest alongside our clients and prioritize strong risk-adjusted returns over maximizing assets under management. We call it Sound Risk-Taking.

Focused

We invest in Nordic equities where we understand the companies, the owners, and the people who run them. This supports our goal of taking on risk that we can monitor, measure, diversify, and be well compensated for.

Disciplined

To generate returns that lead their niche, we believe in active management paired with disciplined risk management. We are loyal to our mandates and processes, while remaining responsive to continuous improvement.

Long term

In ever-changing markets, we manage capital for generations to come. We pursue strong risk-adjusted returns ahead of the size of our assets under management.

Unique

We are independent and chart our own course. We see investment management as a craft that produces unique funds that cannot be replicated.

Our funds

ALCUR serves institutional investors, corporations, and high-net-worth individuals. Funds built with distinctive characteristics for those seeking long-term active management, and for ourselves.

ALCUR Classic

The fund’s investment strategy has been in place since its inception in 2007 and is primarily based on the portfolio managers’ ability to select the right Nordic equities, combined with a disciplined approach to portfolio risk management. The fund has low market exposure, and its performance is driven by the managers’ ability to select the right stocks rather than by the direction of the market. The fund’s primary objective is to generate attractive risk-adjusted returns regardless of market conditions.

ALCUR Select

The fund concentrates the portfolio managers’ best ideas among small- and mid-cap companies in the Nordic region. Over time, the fund has maintained a high net market exposure, while also shorting selected stocks and using leverage to maximize risk-adjusted returns. The investment process is based on fundamental equity analysis, with the managers’ extensive network and frequent company visits being key components.

ALCUR Grow

Here, the portfolio managers look for the Nordic region’s future large-cap companies. The fund concentrates the managers’ best ideas among small- and mid-cap Nordic companies in a portfolio of approximately 30 holdings. We seek to invest in companies capable of growing by more than 15% per year, either through structurally growing business models or by reinvesting their cash flows at high rates of return. The fund is expected to have volatility in line with, or higher than, that of the broader market.

Invest

Investing in ALCUR Fonder is an active choice, much like our selection of equities within the funds. We are convinced that our discipline, risk management, and investment strategy create the conditions for solid value growth over time.