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Catella Fondförvaltning AB

PRI reporting framework 2019

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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, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

At Catella we are true beliver of that active management with stockpicking will outperform long term. We are style agnostics. We have active management in Long only Equities, Fixed Income funds and in Hedgefunds. The investment style varies between the funds, all have in common;

- that we search for undervaluations or overvaluations by various reasons

- that we can identify the companies by own research, with help from external research

- we invest until our target is reached

- we cloesly monitor and follow up the investment

- we are humble to let go of a holding if we are proven wrong in our assumptions

- we can trade in existing holdings

- we belive that companies have many essential keys to smart and sustainable solutions for both us as consumers and for business. That creates business opportunities for those who manage it correctly.

- we belive in that ESG shall be an integrated part of the Asset Management for the fundmanager.

- we are Nordic in our approach

 

 

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]

ESG is integrated in our fundmanagement to different degree for our funds. Catella Sverige Aktiv Hållbarhet is the fully integrated fund and raw model for the other funds. 

For us at Catella Fonder, it adds a dimension when we choose investments for our portfolios, and by looking for companies whose business model is driven by sustainability, we can find stocks that over time yield a higher return than the market as a whole. A deeper understanding of the financial aspects of a company's internal sustainability efforts is also important for companies that do not have sustainability as direct value drivers. Good sustainability can cost more than it is worth in the short term. Maintaining a higher standard within the supply chain, offering training and development opportunities to employees, managing emissions and waste, or relocating production to a more environmentally friendly facility can in many cases be associated with expenses.

- We believe there is a correlation between a sustainable business model, long-term sustainable profitability and growth
- We seek out companies that demonstrate attractive financial qualities, have a clear business model and/or profit and return trends that are under-appreciated by the market
- We seek out alpha by actively including sustainability criteria in our selection process
- We are style agnostic and we optimise our portfolio according to our view of the market
- We avoid companies if their future relies on a specific event and companies that have both high operational and financial risk

The exclusion of sector and product limits varies to degrees between the funds. In general we exclude certain productions but normally allow companies with distribution or services in these sectors. Within hedgefunds we allow short holdings in companies that are on the exclusion list.
 

 

 

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


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

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.

02.3. 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.

The context of it is sumerrised to identify and how to handle conflicts of interest. Questions regarding boardmemebers within the Catella Group of companies. Incentives etc.

 

 

OBS! ANNA OCH ELISABETH SE ÖVER SVENSKA POLICYDOKUMENTET 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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