Global securities
BankInvest's experience of global securities dates back to the
early stages of our history with the launch of a global debt fund
in 1982 and a global equities fund in 1984. The current global
equities fund was launched in 1989 and the results of the
investment team have been first-class ever since. The fund has
outperformed the MSCI All Countries World index in 15 out of 18
years, including the last nine consecutive years.
Complying with both the area of equities and bonds is that the
portfolio is spread across a large range of securities in order to
reduce risks. We take an active investment approach based on
thorough analysis of all fundamental conditions. We follow the
global economical and political scene closely and consult our
expert board consisting of industry specialist as part of the
investment process.
Another important part of the analysis is to visit existing and
potential portfolio companies to get a more thorough understanding
of the company in question. Moreover, we use external information
such as industry sources, notifications, annual reports as well as
reports from market-leading analysts, local investors and stock
brokers. However, the foundation of the investment decision is
always the analysis carried out by the team itself.
It is within the investment area of global equities that
BankInvest's commitment to long term investments and bottom-up
stock-picking is most distinctive. The investment strategy has been
consistent since the creation of the global equity team. The core
of the investment strategy is identifying strong investment cases
through fundamental analyses. The analyses focus on value creation
and growth potential within the sector, the company's strategic
positioning and development, profitability, cash flow generation
and risk.
Relevant funds:
Global Equities
Global Equities SRI