Momentum and fundamentals key in building Alfred Berg’s new fund, manager says

Alfred Berg’s new Swedish equity fund is neither value nor growth-focused, Portfolio Manager Anna Jakobson tells AMWatch. She also discusses the importance of sometimes letting go when a company is underperforming. “We don’t try to fight the market”, she says.
“The model has to feel robust and lead us in the right direction," Alfred Berg's Portfolio Manager Anna Jakobson tells AMWatch. | Photo: SEB/PR
“The model has to feel robust and lead us in the right direction," Alfred Berg's Portfolio Manager Anna Jakobson tells AMWatch. | Photo: SEB/PR

Months in the making, asset manager Alfred Berg’s new equity fund, with new portfolio manager Anna Jakobson at the helm, was launched at the Swedish market in the beginning of December.

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