Origo SELEQT

Origo Fonder

Fund Family:

Company Programs
Origo QUEST

Strategy Description

Origo SELEQT is an active and concentrated equity fund targeting Nordic small- and micro caps with a market value of less than EUR 2 billion. SELEQT is an active and concentrated equity fund that invests in undiscovered or misunderstood Nordic small-cap companies with high quality and good growth prospects. The aim is to achieve long-term out-performance of the Nordic small-cap market.

Fund Information

General Information

NHX CategoryEquity Long-Only
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment10,000,000 SEK
AUM134M SEK
Inception DateMar 2022
Management Fee0.90%
Performance Fee0.00%
SFDR Classification -

Company Information

CompanyOrigo Fonder
Investor RelationsCristina Lugaro
Addressc/o KG10, Kungsgatan 8
Stockholm, 111 43
Phone+46 72 588 52 00
E-mail[email protected]
Websitewww.origofonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 4.88 -2.03 6.78 2.10 7.00 -3.07 0.97 0.63 -0.47 0.41 1.90 4.21 25.29
2023 5.12 1.02 -3.71 2.32 0.60 1.18 -3.24 -3.00 -4.66 -1.96 5.99 6.90 5.86
2022 -1.07 -2.76 -2.55 -8.50 7.75 -5.69 -9.96 9.50 3.09 2.17 -9.48

Portfolio Managers

Stefan Roos, CIO and Fund Manager, has a background as fund manager, small and mid-cap specialist and co-Head of Corp. Governance at Handelsbanken and SEB (+24 years). After many years at Handelsbanken as a fund manager and head of Swedish equities, Roos joined SEB Asset Management as team head in 2006. He has been awarded and nominated several times for his fund management, e.g. nominated as Fund Manager of the Year - All Categories by Privata Affärer in 2006.

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -21.52% 7 16 03/2022 01/2024
2 -3.07% 1 5 06/2024 11/2024
3 -2.03% 1 1 02/2024 03/2024
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.16%1.26%1.90%1.18% -
% Positive100.00%83.33%75.00%66.67% -
Avg. Pos. Period2.17%1.62%3.21%3.25% -
Avg. Neg. Period - -0.47%-1.86%-2.77% -
Sharpe Ratio4.812.972.181.22 -
Sortino Ratio0.0022.836.142.36 -
Monthly Volatility1.56%1.49%3.09%3.53% -

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 9.50%-9.96%0.64%0.80%4.21%58.82%
3 Months 18.84%-13.29%1.88%1.39%6.62%56.25%
6 Months 28.14%-20.67%4.70%6.49%7.83%65.52%
1 Year 33.68%-6.44%11.17%9.91%25.29%82.61%
2 Years 43.46%-1.54%23.43%29.78%32.63%90.91%
3 Years ------
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Strategy Description

Origo SELEQT is an active and concentrated equity fund targeting Nordic small- and micro caps with a market value of less than EUR 2 billion. SELEQT is an active and concentrated equity fund that invests in undiscovered or misunderstood Nordic small-cap companies with high quality and good growth prospects. The aim is to achieve long-term out-performance of the Nordic small-cap market.

Annual Performance

Fund Information

General Information

NHX CategoryEquity Long-Only
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment10,000,000 SEK
AUM134M SEK
Inception DateMar 2022
Management Fee0.90%
Performance Fee0.00%
SFDR Classification -

Company Information

CompanyOrigo Fonder
Investor RelationsCristina Lugaro
Addressc/o KG10, Kungsgatan 8
Stockholm, 111 43
Phone+46 72 588 52 00
E-mail[email protected]
Websitewww.origofonder.se
Social Media

Portfolio Managers

Stefan Roos, CIO and Fund Manager, has a background as fund manager, small and mid-cap specialist and co-Head of Corp. Governance at Handelsbanken and SEB (+24 years). After many years at Handelsbanken as a fund manager and head of Swedish equities, Roos joined SEB Asset Management as team head in 2006. He has been awarded and nominated several times for his fund management, e.g. nominated as Fund Manager of the Year - All Categories by Privata Affärer in 2006.

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 4.88 -2.03 6.78 2.10 7.00 -3.07 0.97 0.63 -0.47 0.41 1.90 4.21 25.29
2023 5.12 1.02 -3.71 2.32 0.60 1.18 -3.24 -3.00 -4.66 -1.96 5.99 6.90 5.86
2022 -1.07 -2.76 -2.55 -8.50 7.75 -5.69 -9.96 9.50 3.09 2.17 -9.48

Return Statistics

Last Month Return 4.21%
3 Month Return 6.62%
Year to Date Return 25.29%
12 Month Return 25.29%
36 Month Return -
Total Return Annualized 6.66%
Winning Months (%) 58.82%
Average Winning Month 3.73%
Average Losing Month -3.76%
Total Return Cumulative 20.05%

Risk Statistics (12M)

1 Year
Sharpe Ratio2.18
Sortino Ratio6.14
Sterling1.94
Calmar8.25
Skewness0.26
Kurtosis-0.18
Maximum Drawdown-3.07%
Correlation vs S&P 500-0.07
Annualized Volatility10.70%
Annualized Down. Deviation3.70%

Risk/Return Comparison

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -21.52% 7 16 03/2022 01/2024
2 -3.07% 1 5 06/2024 11/2024
3 -2.03% 1 1 02/2024 03/2024
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.16%1.26%1.90%1.18% -
% Positive100.00%83.33%75.00%66.67% -
Avg. Pos. Period2.17%1.62%3.21%3.25% -
Avg. Neg. Period - -0.47%-1.86%-2.77% -
Sharpe Ratio4.812.972.181.22 -
Sortino Ratio0.0022.836.142.36 -
Monthly Volatility1.56%1.49%3.09%3.53% -

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 9.50%-9.96%0.64%0.80%4.21%58.82%
3 Months 18.84%-13.29%1.88%1.39%6.62%56.25%
6 Months 28.14%-20.67%4.70%6.49%7.83%65.52%
1 Year 33.68%-6.44%11.17%9.91%25.29%82.61%
2 Years 43.46%-1.54%23.43%29.78%32.63%90.91%
3 Years ------
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

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Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.

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