bfinance | Investment Management & Consulting Services

US Small & SMID Cap Equity

This Nordic endowment was seeking to add active equity exposure in US small or small-mid cap for a long time, attracted by the high potential return generation and a diversifying alpha source in their broader portfolio. A growth – or quality growth – bias was preferred, to complement incumbent value style managers in the endowment's portfolio.
ESG Emerging Markets Equity

This Nordic Family Office sought to identify a minimum of two active global emerging market equity managers, explicitly incorporating ESG considerations, and invest US$280 million split equally.