Hands holding money and with a written note that says: "Make a change"

Investment Strategy

Investment Strategy

Investments are made in individual shares or listed dividend-paying investment funds, which

  • Are issued by well-established companies listed on a well-recognized stock exchange providing high liquidity and level of information,

  • Are expected to distribute stable – hopefully growing - dividends.

The investment focus is global.

Investments are to have a high degree of liquidity and be located in markets with minimal political risk. Thus, many European and American companies are considered to fit these criteria.

Extract of key parameters for stock-picking

  • Assessment of competitive strength = > Earnings stability

  • Growth in underlying market

  • Direct return (dividend return)

  • ROIC – return on internal invested capital

  • Low debt

  • Earnings expectations

  • Absence of negative factors

Once the size of the assets exceeds DKK 100,000, no single company share may exceed 20% of the total portfolio.

Partners

Join us in our common goal

Contribute to our investment fund which enables us to do greater good, not today, but year after year.