NIMF - nordic investment managers forum

October 26, 2017 in Luxembourg


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Media partnersEuro Advisor Services / IPE Institutional Investment

about the forum


On the 26th of October 2017, the Nordic Investment Managers Forum in Luxembourg celebrates its fourth event: five leading asset managers from Scandinavia will unite to discuss important market trends and investment topics with you. We invite you to join us at our event following last years' successes, this time at Cercle Cité in Luxembourg City. The forum is organised by Danske Invest, DNB Asset Management, SKAGEN, Jyske Bank and Sparinvest.

Committed to Nordic values

The name Scandinavia translates to ‘the dangerous peninsula’, which relates both to dangerous sea currents and the blustery north wind: the Nordic countries learned a long time ago, therefore, how to survive storms. That is apparent to this day. On the one hand, the Scandinavian asset managers prove themselves to be robust and stable partners for their investors; on the other hand, they also set new standards in terms of customer orientation, transparency and sustainability. These values, which ultimately set the foundations for a strong market position, have also been subscribed to by the Nordic Investment Managers Forum.

Agenda in line with investor needs

Guests can expect an in-depth analysis of current investment topics, clear statements and an open exchange of opinions with selected fund managers from the leading Nordic asset management companies. The flat hierarchy Scandinavians stand for allows investors direct access to portfolio managers and decision-makers, allowing for a hands-on experience.

Speakers

Michael Gobitschek

Head of Global Listed Real Estate Fund SKAGEN M2


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Michael Gobitschek

SKAGEN

Jens Moestrup Rasmussen

Chief Portfolio Manager: Value Investing


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Jens Moestrup Rasmussen

Sparinvest

Anders Weihrauch

Senior Analyst


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Anders Weihrauch

Jyske Bank

Lars Thørs

Head of European and Global Equities


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Lars Thørs

Danske Invest

Anders Tandberg-Johansen

Lead Portfolio Manager, Head of Global Technology


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Anders Tandberg-Johansen

DNB

Jonathan Boyd (Moderator)

Editor


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Jonathan Boyd (Moderator)

Investment Europe

Presentations

In a still favourable environment for real estate due to low interest rates, solid balance sheets, transparent cash/flow earnings and known credit levels, investing in listed global real estate offers the benefits of investing in economic growth whilst improving your risk/return profile due to diversification, transparency and liquidity.

During 20 years of working with value investing at Sparinvest, value investing has been declared dead and has come back alive several times. Over the past year markets have shown that higher bond yields could lead to outperformance for value stocks. If we combine this observation with our opinion that value stocks are trading at a discount to the market, we are convinced that we are in a favourable environment for value investing. We also think that today’s market conditions favour an active approach to value investing. Stock markets are not as attractively priced anymore and volatility is very low, while stock-to-stock correlation is coming down from elevated levels. Such market conditions warrant careful bottom-up stock picking and well-diversified portfolios in order to avoid the riskier parts of the market.

Jyske Capital, the Danish Asset Manager, has thorough experience in multi asset investing and manages strategy funds which are very successfully positioned in the market place. In the presentation Anders Leonharder Weihrauch, Senior Portfolio Manager of the Jyske Strategy Funds, gives insights into the global market outlook. Anders also explains why strong teamwork is chosen over reliance on a single “star manager”, the drivers of asset allocation decisions and what sets the Jyske Strategy Funds apart from the rest.

The investment climate is becoming more and more complex and the low interest rate environment is forcing investors to move out of the risk curve. Investing in European equities based on the philosophy of fundamental bottom-up research, combined with an investment strategy with a defensive quality focus and a high dividend yield focus, appears to be an attractive investment opportunity for the years to come. Our High Dividend Team has a long and solid track record, with consistent high-risk adjusted returns and performance, and is anchored in the center of expertise of our European and Global Equity team.

The established tech companies have very solid business models, trade with decent valuations and have above average growth in a still near zero interest rate environment. Tech is also “eating into all” sectors, i.e. its importance from healthcare to utilities is increasing. Despite all the technological development that has taken place in recent years, there is a lot still to come with for example big data, cloud computing, artificial intelligence, machine learning, autonomous cars and so on; But like with any investments, there are risks, as an example the political and regulatory risks for Alphabet have increased recently. Anders will give a tour through the global tech universe and explains how outperformance can be generated.

Schedule

venue

Cercle cité

Place d’Armes
BP 267
2012 Luxembourg
Luxemburg

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4th Nordic Investment Managers Forum, Luxembourg

Danske Invest, DNB, Jyske Bank, SKAGEN & Sparinvest

Contact

If you have any questions, please get in touch with the following contact persons.


Danske Invest


Marc Homsy
Head of Fund Distribution Germany
Tower 185
D-60185 Frankfurt/Main
Phone: +49 69 50 50 47-151
marc.homsy@danskeinvest.com


DNB Asset Management


Mike Judith
Executive Director
13, rue Goethe
1637 Luxembourg, Luxembourg
mike.judith@dnb.no


Jyske Bank


Thomas Justen
Head of Wholesale Business D/A/CH
Vestergade 8-16
DK-8600  Silkeborg
thomas.justen@jyskebank.de


Sparinvest


Mikkel Strørup
Regional Director
28, Boulevard Royal
2449 Luxembourg, Luxembourg
mik@sparinvest.lu


SKAGEN


Michel Ommeganck
International Business Manager
Skagen 3, Torgterrassen
4001 Stavanger, Norway
mom@skagenfunds.com