WHERE ARE YOU?
US
Rest of world
Growth / AlphaHigh-conviction, long/short exposure to structural change across the global power and energy system.
Structural growth across a broad global opportunity universeDispersion between winners and losersSpecialist stock selection and risk managementHigher return potentail from structural change in the energy system.EUR A176.99Jul -13.02%15.39%2018-6.41%-6.41%201911.60%4.05%0.19%4.52%-3.17%6.19%1.31%0.70%0.74%-2.34%3.83%7.97%40.67%2020-0.73%7.84%-8.99%6.30%4.97%5.84%9.34%4.92%2.84%9.15%13.57%11.44%90.28%202110.98%-3.30%0.19%-5.52%-6.12%8.96%-4.65%0.71%-1.23%16.14%-5.32%-12.81%-5.50%2022-6.34%12.77%2.53%-4.21%12.16%1.55%7.84%-0.56%-8.03%-3.00%11.28%-8.10%15.20%20237.91%-4.11%-3.70%-4.27%1.52%-2.92%-1.75%-4.95%-2.42%-13.44%2.84%9.18%-15.98%2024-16.36%0.63%3.75%-3.88%13.56%-15.80%5.02%-4.35%8.61%-8.09%2.75%-2.97%-19.28%2025-5.21%1.28%-7.03%-8.67%7.50%3.70%11.05%5.73%12.69%6.64%2.87%-3.44%27.49%202612.37%0.65%-0,46%12.41%14.56%-8.50-13.02%15.39%
Jonas Dahlqvistjonas.dahlqvist@proxypm.seLead Portfolio Manager