From 1 September 2025, SEB Europafond will transition from a quantitative to a fundamental investment process.
The fund will shift from a systematic review of substantial amounts of data, so called quantitative analysis, to in-depth analysis, so called fundamenta analysis. As part of this change, portfolio management will transfer from the Quantitative Equities team with lead portfolio managers Oscar Blomkvist and Maria Werner, to the Fundamental Equity Management team, with Alexander Winberg and Pavel Lupandin taking over as responsible portfolio managers.
The new approach will focus on identifying reasonably valued companies with strong quality characteristics, such as solid market positions, sustainable competitive advantages, and a proven ability to generate profitable growth.
"We’re pleased to bring our deep expertise in fundamental analysis to SEB Europafond. Our focus is on building upon the fund’s solid foundation by identifying high-quality European companies with strong potential for sustainable, long-term growth", says Pavel Lupandin.
Other changes in SEB Europafond
In connection with the change of investment process, certain other characteristics of the fund will also be updated.
The changes will take effect from 1 September 2025.
Affected share class and ISIN
Share class: A
ISIN: SE0000984171