Sensum Strategy Global invests only in a careful selection of high-quality global companies.

However, the world’s best companies are not always the world’s best stocks. Sensum therefore strives to have a clear view of the stock market cycle and adjusts the type of exposure in the fund accordingly.

Ongoing and systematic macro- and company analysis combined with a fundamental market-climate assessment, based on more than 27 years of experience.

By allowing macro to meet micro, Sensum Strategy Global strives to create attractive and sustainable returns in different stock market climates.

Sensum Strategy Global’s active management is based on investments in great companies as well as an ongoing and methodical analysis of external factors that affects stock choices at any given time. We believe this provides the best conditions for a long-term attractive return.

About the fund

Sensum Strategy Global

The Sensum Strategy Global fund was launched on 1 June 2022. Sensum Strategy Global is an actively managed macro-driven long-only equity fund that invests globally in high-quality companies. The portfolio manager, Fredrik Hegbart, has more than 27 years of experience of company analysis, macro analysis, and asset management. Based on this experience, he has created a unique investment strategy – the Sensum Strategy – which he applies in his management of the fund.

About us

Sensum Investment AB was founded by Fredrik Hegbart and Richard Hellekant in the spring of 2022.

Together, they have more than 50 years of complementary experience from the financial sector. The founders are driven by a common conviction that successful active equity management not only requires investing in great companies, but also methodically taking into account what is happening in the world on an ongoing basis. The world’s best companies are not always the world’s best stocks.

FAQ

Frequently asked questions

What’s special about Sensum Strategy Global?

The Sensum Strategy Global fund is managed based on an investment strategy developed by Fredrik Hegbart, called the Sensum Strategy. As part of the investment management strategy, an ongoing and systematic analysis is made of the market climate and macro indicators. The concept is based on Fredrik’s 27+ years of experience working with company analysis, macro analysis, and asset management. The outcome of the analysis of the market environment is then used to determine the type of exposure the fund should have. Sensum Strategy Global is always fully invested in a careful selection of high-quality global companies. However, when the market climate changes, the type of exposure in the fund is then adjusted. The world’s best companies are not always the world’s best stocks. By maintaining a clear view of the stock market cycle, Sensum Strategy Global strives to create attractive returns in different market environments.

What geographic areas and types of company does the fund invest in?

The fund primarily invests in companies listed in the US, the Nordic region, and the rest of Europe. The fund only invests in companies that are judged to be of high quality, often market leaders with strong brands. In most cases, the companies also have a very long history as listed companies with good transparency. On average, the companies are very large and consequently the liquidity of the share is also good. Sensum Strategy Global normally contains 25 to 30 high-quality global companies. Investments may, at times, be concentrated in a few sectors and geographical areas.

How do you work with sustainability in the management of Sensum Strategy Global?

Sustainability is important and absolutely crucial for value creation over time. A long-term sustainable return requires good management of sustainability risks and opportunities as well as an ability to develop and adapt the business to future conditions. Investments in sustainable companies increase the potential for good returns, and therefore the sustainability analysis is an important part of the fund’s investment process. Sensum Strategy Global is a so-called light-green Article 8 fund. More information on sustainability can be found in the fund’s prospectus.