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Global Equities

High conviction global stock picking
The financial world is full of investors chasing short term-profits. We resist this temptation by ensuring a long-term perspective to identify the best opportunities worldwide. We navigate these complex and diverse global stock markets by identifying global trends and themes. This supports our efforts in selecting what is relevant, but also what to avoid for the long-term investor.

We dare to be different. Our extensive global experience allows us to deviate from consensus thinking and focus on what is most important.

Selecting the best companies for you
A concentrated portfolio ensures that every single stock we select makes a difference to your investment returns. Our experience in managing focused portfolios has shown that a carefully constructed portfolio of 25 to 30 high conviction stock picks ensures sufficient risk diversification.

We believe that earnings growth is the key long-term driver of share prices. Our skills and expertise to capitalise on long-term trends and thematic tailwinds help us capture the sustainability of this earnings growth.

We have one of the most stable and experienced global investment teams in the industry. This together with our consistent and transparent investment approach has delivered successful results for our clients over the long term.

Our commitment to you
We are committed to continuously exploring global trends and themes and identifying exciting investment opportunities going forward. We are convinced that the key to success and achieving superior investment returns is an active and focused approach.

We offer you:

  • High conviction stock picking
  • Thematic based investments from Global insights
  • Proven investment approach since 1986
  • Lasting investments that make a difference

Our ambition is to be a leading global equity investor and we look forward to making a difference for your investments.

Decision Team

Bo Knudsen

Managing Director Global Equities.

Joined C WorldWide Asset Management in 1994.

Has been a Portfolio Manager since 1989.

Bengt Seger

Portfolio Manager Global Equities.

Joined C WorldWide Asset Management in 1988.

Has been a Portfolio Manager since 1985.

Mattias Kolm

Portfolio Manager Global Equities.

Joined C WorldWide Asset Management in 2003.

Has been a Portfolio Manager since 1999.

Peter O'Reilly

Portfolio Manager Global Equities.

Joined C WorldWide Asset Management in 2018.

Has been a portfolio manager since 1997.

Global Equities

Strategy:
Currency:

Investment Returns

The tool below allows you to view total returns over customizable date ranges. Choose your currency above.

All figures are based on past performance. Past performance is not a reliable indicator of future performance. The benchmark results presented are a combination of two indices. MSCI World Index net of dividends is used prior to 31 December 2009, whilst MSCI AC World net of dividends is used subsequently. The gross figures are gross of management fees, performance fees and custodian fees, but after transaction costs. C WorldWide Asset Management Fondsmaeglerselskab A/S claims compliance with the Global Investment Performance Standards (GIPS®). Performance presented prior to 1 January 1997 is from before C WorldWide Asset Management Fondsmaeglerselskab A/S adopted the GIPS standards and may not comply with all of the GIPS requirements. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain a GIPS Composite Report please, send a request to info@cworldwide.com

Selection from Insights & News