In a recent interview with Placera, Peter Lindvall, portfolio manager at Kavaljer, discusses the fund’s latest investment ideas and why he currently sees strong potential in several small- and mid-cap companies.
“We invest in companies that have proven their business models work. We avoid pure speculative stocks, commodity companies, and businesses without revenues,” says Peter Lindvall.
Kavaljer Quality Focus is up 7% so far this year, significantly outperforming its benchmark index. The fund invests broadly in profitable, growing companies — but according to Lindvall, the most attractive opportunities are often found among smaller firms, particularly in an improving interest rate and geopolitical environment. Several of the companies he finds especially promising are mentioned in the article.
Read the full article here: Förvaltaren tror på aktierna som rasat: “Extra intressant” | Placera.se
