AMWatch

Active manager says passive tech funds face 1990s concentration problem

Even though both passive and active technology funds have performed particularly well during the ongoing pandemic crisis, Lannebo Fonder's Co-Founder Göran Espelund argues that smart investors should and will take a much closer look at actively managed funds than they have done the last few years.

Helen Broman, Portfolio Manager and Göran Espelund, Co-Founder of Lannebo Fonder. | Photo: Lannebo Fonder PR.

Technology funds have been bringing happy news to investors during the ongoing Covid-19 pandemic.

At Sweden’s Lannebo Fonder, the company’s Teknik technology fund has so far pulled in a year to date return of 27.33 percent, thus leaving behind its benchmark - MSCI World Information Technology 10/40 index – which had year-to-date return of 10.5 percent at the end of July. A newer addition to the company’s product range is performing equally strongly.

Read the whole article

Get 14 days free access.

No credit card is needed, and you will not be automatically signed up for a paid subscription after the free trial.

  • Access all locked articles
  • Receive our daily newsletters
  • Access our app
An error has occured. Please try again later.

Get full access for you and your coworkers.

Start a free company trial today

More from AMWatch

PFA says three big changes will bring better returns

To get returns on the same level as other pension firms, PFA has made three big changes to its portfolio, including taking on more risk, says the firm, which doesn't fear a backlash from this year's predicted unsteady market.

Further reading

Related articles

Latest news

Jobs

Latest news from FinansWatch (dk)

Latest news from EnergyWatch

Latest news from ShippingWatch