Castor Invest is an actively managed Nordic Equity Fund investing in listed companies.
The Fund has a defined investment approach, based on the belief that creating shareholder value in a company is a long-term process. We invest in high quality, listed companies with outstanding managers. The Fund’s portfolio is managed independently of the composition of the benchmark. We look for above average growth; pricing power; recurring revenue; solid cash flow; strong balance sheets. There are no constraints regarding country or industry in the Nordic region, and the goal is to create the best portfolio possible at any time.
Risk management is embedded in the stock selection process. By looking deeply into each investment case we measure risk in terms of financial leverage, cyclicality, structural growth factors, operational leverage and earnings visibility.
Accounting: Hægland & Svanberg AS
Trustee Settlement: SEB Norge
Auditor: BDO
Legal: Kvale