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Gudme Raaschou Selection er en aktieafdeling med et globalt investeringsunivers. Strategien er at identificere nuværende og kommende markedsledere inden for forskellige brancher. Det betyder ikke nødvendigvis de større og mest veletablerede selskaber. Typisk vil det være selskaber i vækst eller selskaber, som besidder en innovativ teknologi eller forskning med perspektiv. Aktieudvælgelsen foretages af eget investeringsteam i tæt samarbejde med internationale samarbejdspartnere. Gudme Raaschou Selection har opdelt det globale investeringsunivers i følgende sektorer: Daglige forbrugsgoder, Handel & Service, Finans, Konjunkturfølsomme, Health Care og Teknologi. Gudme Raaschou Selection er en stock-picking forening og har derfor relativt få aktier i porteføljen.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2007 | Now |
Morten Gregersen | Head | 2000 | 2007 |
Biography | MSc, CFA. Head of equity investments at Gudme Raaschou Asset Management since 01.01.2003. Has more than 10 years' experience with equities and has been at GRAM for more than 5. Worked 3 years as analyst in New York for Handelsbanken and Nordic Partners. |
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