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Evli Equity Factor USA Fund invests its assets in a diversified manner in the equities of major American companies. The fund focuses on four academically determined factors: value, low volatility, momentum and quality. The fund’s investment policy complies with Evli’s policies for responsible investment, in addition to which the fund excludes from its investments companies that have substantial business in the following areas: weapons, alcohol, tobacco, mining of thermal coal, controversial weapons, gambling and adult entertainment. The fund also excludes companies with lowest ESG rating and companies who have very severe confirmed ESG controversies. The fund’s investment style is active. The fund is not subject to restrictions concerning business area or country within its geographical investment area.
Name | Title | Since | Until |
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Antti Sivonen | - | 2016 | Now |
Mattias Lagerspetz | - | 2016 | Now |
Peter Lindahl | - | 2016 | Now |
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