Market and geopolitics drive Finnish manager to make portfolio changes
Crises and turbulence in 2022 prompted Finland’s Fondita to assess companies with a sharper eye whilst beefing up exposure to US equities, say Portfolio Managers Marcus Björkstén and Janna Haahtela.
Changes in geopolitics and in market environment have led Finland’s Fondita to adopt a more critical take on companies when assessing them, which on its part has led to some changes within their portfolios.
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