Investing for the next generation

FOR PROFESSIONAL INVESTORS ONLY

Investing for the next generation

 



FOR PROFESSIONAL INVESTORS ONLY

about us

Holmen Fondsforvaltning AS is an independent investment company focused on the long-term management of Holmen Spesialfond. The company is based in Oslo, Norway.

Holmen Spesialfond is a flexible equity long-only fund, investing in underpriced stocks predominantly in the Nordics. The fund was launched November 2011 by Oskar Bakkevig.

our values

  • Long-term view

  • Passion for equities

  • Independent thinking

  • Simplicity

  • Honesty & aligned interests

  • Long-term view

  • Passion for equities

  • Independent thinking

  • Simplicity

  • Honesty & aligned interests

Strategy

  • Value investing in equities

  • Independent research

  • Search for inefficiencies

  • Focused portfolio

  • Identify quality

  • Value investing in equities

  • Independent research

  • Search for inefficiencies

  • Focused portfolio

  • Identify quality

Performance

Performance

Net returns per September 2019 Accumulated Annualised
Since inception November 2011 243,4% 17.1%

Historical returns are no guarantee for future performance. Returns may become negative as a result of negative price developments.

Investment Team

Oskar Bakkevig

Portfolio Manager

Alexander Løes Nilsson

Investment Analyst

Investment Team

Oskar Bakkevig

Portfolio Manager, CEO

Alexander Løes Nilsson

Investment Analyst

Contact

Visiting address: Dyna Brygge 7, Tjuvholmen

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+47 92 04 55 54

© Holmen Fondsforvaltning