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Investment Process

Investment Strategy

The investment process of LCAM relies on decades of academic insights combined with meticulous analysis. The investment universe is global and investments are made in Equity- and Debt instruments. A core aspect of our process is the focus on asset allocation strategies, rather than asset selection.

Equities: A combination of factor strategies, thematic investments and single stock strategies are employed.

Bonds:  The exposure is determined by relative value analysis of broad Credit- and Rates indices for different geographies, as well as durations.

Objectives and Implementation

  • Volatility cap: Continuous evaluation of portfolio risk, with a volatility target below 7 % per annum.
  • Rebalancing: Every second month, the portfolio is rebalanced according to our current asset allocation policy.
  • Low fees: When external mandates such as ETF:s or Mutual Funds are used, the selection is based on low tracking error and low fees.

Meet the Team

Staffan Bülow, CIO

With a passion for equity research, Staffan brings clarity to equity oriented investment themes and equity strategies. Staffan has conducted equity research on Analyst Group and as a summer intern at ABG Sundal Collier, where he will be working after graduation.

Gustav Furenmo

With a background in equity research Gustav has a broad understanding within the equity- and portfolio management space. Gustav has completed a spring internship at BNP Paribas, is an incoming summer intern at BNP Paribas Global markets and an incoming coroporate finance intern at ABG Sundal Collier.

Gustaf Nordin

Gustaf has a thorough understanding of credit-oriented investment themes and experience from investments through an earlier role as a Junior analyst at an AIF. Furthermore, Gustaf has conducted a summer internship at BNP Paribas Global markets.

Erik Bjärum

With a background from trading, Erik has a thorough understanding of trading strategies, case oriented equity ideas and equity trading. Erik is currently Head of Trading & Technical Analysis in LINC Research & Analysis.

Reports from LINC Asset Management

Safe Harbor – Japanese Small-Cap offers long-term value and a trump card in trade war

Since February 2018, Donald Trump and Xi Jinping have been trading threats of imposing tariffs against each other’s [...]

Bearish on U.S. Tech – Reasons why you should move out of tech stocks

Technology stocks have been performing extremely well in recent years. According to J.P. Morgan, the technology sector has [...]

Dollar’s rise against the euro – Market indicators reveals shifting trend in EUR/USD

Over the last year the EUR strengthened dramatically against the USD and the EUR/USD is currently at its [...]

Digitization – A market report on digitization with focus on Swedish equities aligned for future growth

In this market report, analysts Johan Cisneros and Emil Erbing evaluate the role and impact of Digitization. The [...]

Online Gambling – Recent trends and future industry outlook

In this market report, analysts Olle Göransson and Patrik Nilsson evaluate the Online Gambling industry. The market has [...]

Opportunities in European Equities – Searching for the Highest Risk-adjusted Returns Across Equity Indices

In this investment research report, analysts James Skoggard and Björn Van dijkman evaluate investment opportunities in European equities. [...]

Software Used in our Investment Research