In an article by EFN Finansmagasinet, Kavaljer’s CEO Peter Lindvall is interviewed about how fund managers should think in times of uncertainty. With rising interest rates, geopolitical tensions, and volatile markets as a backdrop, Lindvall emphasizes the importance of sticking to one’s strategy:
“Some of the absolute best buying opportunities in history have been on days when the stock market is dominated by fear.”
He points out that many quality companies are currently undervalued, creating attractive opportunities for long-term investors. Kavaljer continues to focus on companies with strong business models, solid cash flows, and stable profitability — characteristics that have proven resilient even in turbulent times.
Read the article here: Storm eller fyndläge? | EFN.se (Swedish)
