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Tundra Fonder AB

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

Our investment selection is made in accordance with traditional fundamental analysis. Our funds are actively managed. Prior to each potential investment, we conduct an analysis of the company concerned, where we make an assessment of long-term stable earnings level. We adjust for what, in our opinion, represents short-term excess profitability or poor profitability. We combine this with an assessment of the company’s future growth prospects to establish a long-term fair value of the entity and its share. 

Responsible investments play an important role in the investment process.  All three pillars E, S, and G are equally important in our work; we incorporate aspects of environmental, social issues and corporate behaviour in our investment process. An environmental policy is not only important to ensure a long-term sustainable development, but also reduces the risk of future clean-up costs and production stoppages. Social issues are considered a core feature in Tundra’s ESG work. Assessments of a company’s corporate governance and business ethics are central to the investment analysis. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

All employees are required to inform the company of any shareholdings and changes to such the employees undertake. In addition, any side work, such as for example board positions need to be approved beforehand by the company. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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