The fund offers SEB’s clients access to Montrusco Bolton's investment strategy that is based on in-depth fundamental company analysis, focusing on a concentrated portfolio of companies with significant competitive advantages.
“We at SEB are incredibly proud to present this fund to our clients,” says Gustaf Runius, Head of Asset Management Products & Solutions. “SEB has extensive experience in evaluating various fund managers with the goal of offering competitive complements to our in-house managed funds.
This new product is an excellent addition to our internally managed offerings and strengthens our global management capabilities.”
Runius says that Montrusco Bolton has impressed SEB on many fronts, particularly its consistent investment strategy and strong management performance.
“Furthermore, SEB holds exclusivity over this strategy in the Nordic region, which further enhances our offering.”
Montrusco Bolton’s management approach is founded on an investment process based on in-depth fundamental analysis, known as stock-picking. The fund comprises a concentrated portfolio of approximately 30-40 global stocks.
The management team seeks quality companies through fundamental analysis across all sectors, aiming to find investments that differ from the general market view of a stock. Sustainability considerations are also an essential part of the investment process.