Bolna AS targets long-term capital appreciation with a moderate risk profile by emphasizing stability, diversification, and sustainable growth. The portfolio comprises high-quality European and US companies with strong fundamentals and competitive advantages, particularly in sectors with consistent demand, such as healthcare and essential industries. Healthcare, known for its defensive nature and growth potential, is driven by global demographic trends, with key sub-sectors offering additional stability and opportunities.
Diversification is further enhanced through investments in Investor AB and 3i Group, which provide broad sector exposure and help mitigate risks. Geographic diversification across US and European markets also reduces country-specific risks.
The strategy focuses on companies with the potential for consistent long-term returns, minimizing trading costs and fostering steady capital appreciation. The portfolio aims to enhance overall returns and support wealth accumulation by concentrating on businesses with growth potential and reliable dividends.
By prioritizing established, market-leading companies, Bolna AS reduces volatility and achieves more predictable returns, aligning with the goal of steady capital appreciation and reliable income.
Updated 2024-09-03