About Adrigo

Adrigo Small & Midcap L/S is an actively managed hedge fund that invests in small and mid-cap companies in the Nordic market with the ambition of generating solid absolute returns of 8% to 16% at a risk level below that of the Nordic small and mid-cap stock market. The fund launched in November 2017.

The Adrigo team is based locally, in Stockholm, and combined has more than 40 years of experience in Nordic stock markets.

Adrigo is part of East Capital Group, a global asset manager based in Sweden since 1997 offering investment solutions within equities, fixed income securities and real estate.

Within East Capital Group you will find East Capital - specialising in emerging and frontier market strategies, East Capital Real Estate - managing commercial real estate investment in Central and Eastern Europe and Espiria - offering bespoke global and Nordic Equities and fixed income strategies. 

The essence of our business is not only to find attractive investment opportunities, but also to actively work to drive positive change, influencing industries around the world to become more sustainable. We are responsible long-term owners who are committed both in terms of our stewardship and our capital.

Nordic Focus

Our focus is on small- and mid-cap listed companies across the Nordic region. Every year we meet over 200 exciting companies and have a close dialogue with key people and stakeholders. The Nordic stock markets are well-developed and give us the conditions to protect the portfolio even in a volatile market.

Fundamental analysis

We invest long-term and in companies we understand and can evaluate. Through deep analysis of economic and financial factors and meetings with company management, we create an idea of ​​whether the share is under- or overvalued and the companies' potential future development in the market. We have used our methodology for fundamental analysis successfully for many years and Adrigo Small & Midcap L/S has also received several awards.

Absolute returns

Adrigo aims to generate 8-16% annually, which means that over time we will create a positive return regardless of market conditions. The fund has a unique mix of long holdings combined with a carefully selected portfolio of short-term positions. This means that you, as an investor, get a stable fund when it comes to the relationship between risk and return.

KNOWLEDGE

With more than 40 years of experience in the financial markets, we focus on what we know best – small and mid-sized Nordic companies. We are active stock pickers, investing in businesses and industries where we have deep knowledge and a thorough understanding of the market. As a specialised and independent investment manager, we are able to act when we identify attractive investment opportunities.

COMMITMENT

We place great importance on understanding the companies in which we invest. Through company meetings, fundamental analysis and continuous monitoring, we form our own view of each company’s value, risks and future potential.

LONG-TERM PERSPECTIVE

Our investment philosophy is built on a long-term perspective. Markets and companies evolve in cycles, and we therefore focus on making well-founded investment decisions that can create value over time.