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Discussing different equity investment styles

Earlier this spring, Tell Media Group, in cooperation with American Century Investments, Baillie Gifford and Lazard Assets Management, organised a roundtable discussion at Hotel d’Angleterre in Copenhagen, focusing on equity style exposures.

Niklas Tell 2024-06-17

Event

The discussion started out with Caroline Liinanki, editor of Nordic Fund Selection Journal, asking Ebbe Matthiesen about PensionDanmark’s investment philosophy for equities and what the portfolio look like in terms of styles and themes.

EBBE MATTHIESEN: “We’ve been in a transition period over the last year where the direction of travel has been towards a lower tracking error in the overall portfolio. There are, of course, many drivers behind that but one is the concentration in the market and specifically the weight of the magnificent seven. We’ve tried in the past to balance growth and value tilts in the portfolio and that has been a challenge and today we don’t have any factor tilts in our equity portfolio.” NIKLAS TELL: ALLAN, WHAT ARE YOU HEARING WHEN WORKING WITH YOUR CLIENTS IN TERMS OF

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