What proportion of Amos Value is actually in Sweden?

Amos Value normally holds 85 to 100 percent in companies listed in Sweden. The fund rules require at least 80 percent. The exact allocation is shown in monthly portfolio reports and semi-annual reports.

Can Amos Value invest outside Sweden?

Yes. Up to 20 percent of fund assets may be placed in other Nordic countries. Norwegian, Danish or Finnish companies may be included if quality and price are right, but Sweden is the core.

Is a Swedish equity fund riskier than a global fund?

A Swedish equity fund provides concentrated exposure to one market, which means higher concentration risk than a global fund. On the other hand, many Swedish companies operate globally, which provides some natural diversification. It depends on what you compare it with and what you mean by risk.

Why not invest globally if opportunities exist there?

Following companies across 50 countries does not allow for genuine understanding. A defined universe makes it possible to actually dig deep and make well-grounded analyses.

Glossary

Swedish equity fund

An equity fund that primarily invests in Swedish listed companies. Amos Value is a Swedish equity fund with a mandate to hold at least 80 percent in Sweden.

What it is

Concentrated exposure to Sweden

A Swedish equity fund is an equity fund whose mandate requires the majority of capital to be invested in Swedish companies listed on Swedish exchanges, primarily Nasdaq Stockholm. Sweden is a small but open economy with an unusually high proportion of globally active companies. The Stockholm Stock Exchange contains everything from export-heavy industrial conglomerates to global gaming companies and innovative tech firms. That makes Swedish equities a more global investment than the country's size would suggest.

Nasdaq Stockholm: Amos Value invests in companies listed on Nasdaq Stockholm and related trading venues. The universe covers everything from large cap to smaller companies.
Globally active companies: Many Swedish companies generate the majority of their revenues abroad. Owning a Swedish equity fund is not the same as betting solely on the Swedish economy.
At least 80 percent in Sweden: Amos Value's fund rules require at least 80 percent of fund assets to be invested in Swedish companies. The remainder may be invested in the broader Nordic region.

Benefits of a national focus

Deeper understanding, clearer mandate

A national focus enables deeper understanding of the companies being analysed. High reporting quality, strong corporate governance and good access to historical data make it possible to dig properly into a company without relying on presentations. The Swedish equity market is also well-regulated with high standards of transparency, which reduces governance risk. The Stockholm Stock Exchange has historically been one of the best-performing exchanges in the world measured in real terms over longer periods.

“We hunt for quality, not hope.”

Amos Fonder

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Common questions about Swedish equity funds

Related concepts

Glossary

Value fund

A fund that systematically looks for companies trading below their true value. But value is about more than just low multiples.

FOMO

Fear of Missing Out. The fear of missing the next rally is one of the most common reasons investors overpay.

Economic moat

The competitive advantages that protect a company's profitability against rivals. One of the most important quality criteria in fundamental analysis.

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