Institutional Asset Management

Active and long-term asset management for institutional
investors

Kavaljer offers institutional asset management for investors seeking a long-term and committed asset management partner. Our investment approach is based on our own research, active security selection and a clear focus on quality and long-term value creation.

Long-term asset management with a focus on quality

Kavaljer is a privately owned Swedish investment firm offering asset management services to institutional and private investors. Our investment philosophy is based on active management and investments in high-quality companies with strong prospects for creating value over time.

We take a long-term and benchmark-independent approach. Our investment decisions are based on our own research, focusing on companies with solid financial positions, strong profitability, leading market positions and experienced management teams with the ability to create long-term shareholder value.

For institutional investors, our asset management solutions can be tailored to the organisation’s objectives, investment horizon, risk profile and other investment requirements.

We serve a broad range of institutional investors, including:

Foundations
Pension foundations
Municipalities and regions
Associations and organisations
Religious organisations

Insurance companies
Companies and corporate groups
Family offices
Other institutional investors

Active and responsible asset management

As a long-term asset manager, our objective is to generate attractive growth on the capital entrusted to us. We believe that long-term value creation goes hand in hand with responsible investment and therefore integrate sustainability considerations into our investment process.

Kavaljer has more than 30 years of experience in asset management. Our services are available through individually tailored portfolio management or through our actively managed funds.

Our offering for institutional investors

Kavaljer offers a flexible approach whereby investments can be managed through our funds, a bespoke discretionary mandate, or a combination of the two.

Actively managed funds – access to our concentrated, long-term equity strategies focused on high-quality companies.
Discretionary portfolio management – a bespoke mandate tailored to the organisation’s objectives, investment horizon, risk profile and investment policy.
Tailored investment guidelines – the ability to accommodate specific investment restrictions, sustainability requirements and other organisation-specific criteria.
Active, benchmark-independent management – investments based on in-depth fundamental analysis and a selective approach to stock selection.
Reporting and ongoing review – monthly reporting on performance and portfolio holdings, complemented by regular review meetings and direct dialogue with the responsible portfolio managers.
Long-term partnership – close and personal contact with the investment team and an ongoing dialogue regarding the portfolio, markets and investment management.

Monthly Reports

Here you can access our monthly reports with up-to-date information on the funds’ performance, holdings and portfolio management.
Monthly Reports

Would you like to learn more about Kavaljer’s institutional asset management?

Please contact us for an initial discussion about your organisation, your investment needs and how Kavaljer can contribute to your long-term asset management.