StockPick is an actively managed investment strategy with the goal of providing the highest possible return, taking into account risk. To find the best investments, the investment department uses an analytical approach, where stocks are evaluated based on a 7-factor scoring system that encompasses a thorough analysis of the business profile and underlying fundamentals. To deliver the best return, the fund has the option to invest globally. Nordic equities typically constitute the lion’s share of the fund's total market value. The investment strategy seeks to create an attractive, long-term return on investment with a time horizon of at least five years.Latest StockPick Report
We are very pleased to announce that we have entered into a significant and exciting collaboration with the Danish fintech company, Matter, which specializes in sustainable investments. Read the Portfolio Sustainability Analysis below and see how PP Capital Stockpick perform on Matter’s sustainability parameters.
StockPick follows the same investment strategy as PP Capital’s “Stabile Aktier”, where Jens D. Løgstrup, also known from “Børsens Investordyst”, in collaboration with the investment team, analyzes companies based on a thoroughly tested investment model.
Investment goal and horizon
The goal is to deliver an average annual return of 13-15%, thereby creating absolute, attractive and long-term returns. The fund is suitable for investors with an investment horizon at minimum 5 years.
The fund has the opportunity to invest in a global portfolio that includes 17 to 30 listed companies. Central to the selection of an investment is whether it has a protected and long-term growth potential, which is the key to calculating the expected long-term return. Stockpick only includes solid companies, generating good absolute returns and stability through financial crisis. The fund does not intend to use derivate financial instruments and may not invest in non-listed companies. Risk is managed by allocating more towards cash.
StockPick does not use benchmark as the objective is to generate absolute returns.
Jens D. Løgstrup
“I spent three years building an advanced investment model. The model is built around measuring and forecasting return and expectations”
– Jens D. Løgstrup in Børsen
PP Capital Stockpick has a current admin and management cost of 0,92%. The total annual cost (ÅOP) is estimated at 0,99%. There is a potential performance fee. If return exceeds 8% p.a. a performance fee of 25% of the excess return applies. High Water Mark included.
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Information in this material has been developed by PP Capital Asset Management and can not be assumed to be investment analysis or recommendations for investments or offers. The material is for informational purpose only, and can be based on data simulations, certain assumptions, public available information, own data and calculations.
Any recommendations should not be assumed to be an offer to buy or sell the specific investment products. The information provided in this document regarding historical yields, simulated yields or forex exchange developments, must not be used as an indicator or guarantee for future yields or performance.
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