Incentive Active Value Long Only Fund

High conviction, long-only value investing in European mid-cap equities

Incentive Active Value Long Only is a value oriented fund, targeting long-term compounding of returns through a concentrated portfolio of high conviction investments.

The fund mirrors the long portfolio of the Incentive Active Value Fund. In-depth and differentiated analysis undertaken by an experienced team is the source of the fund’s investment edge. Incentive invests in companies where the gap between price and value is substantial. Investments are made in companies with leading market positions within their respective industries, that enjoy above average prospects for long term revenue and cash flow per share growth. Incentive’s investment horizon is long term and the concentrated portfolio approach allows for active engagement in the portfolio companies.

Please see Incentive website (external link) for further details.

Investment Partner

Incentive

Fund Literature
Incentive Sustainability PolicyPDF
Pre-contractual disclosure (SFDR Annex II)PDF
Periodic disclosure (SFDR Annex IV)PDF
SFDR Website DisclosurePDF
SFDR Produkterklæring – Norsk SammendragPDF
SFDR Produktdeklaration – Svensk SammanfattningPDF

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