AMWatch

A part ofWatch Medier

Crisis was litmus test for active managers, EM duo says after sweeping market for mispriced stocks

During the crisis year of 2020, Evli's Emerging Frontier Fund's team substantially repositioned their portfolio. "Given the way the world changed in 2020, I don't understand how any active manager could have not materially repositioned their portfolio. In a pandemic like this, you've got to be able to react quickly and that’s what we did," fund manager Burton Flynn says.

Managers of the Evli Emerging Frontier Fund Burton Flynn (l.) and Ivan Nechunaev visiting a factory in Vietnam. Photo: Terra Nova Capital PR.
BY
Published:

Last year’s crisis offered numerous compelling investment opportunities but also functioned as a litmus test for active managers, say managers of the Evli Emerging Frontier Fund Burton Flynn and Ivan Nechunaev.

The EUR 135m fund, which invests in 33 emerging and frontier market companies, took a steep dive in March but more than fully recovered by year-end, posting a 20.1 percent return in euro terms for 2020.

Read this article for free

Register with your E-mail.
No credit card required.

Get full access for you and your coworkers.

Start a free company trial today

Related articles

amwatch trial

Latest news

  1. Oil Fund hires sports psychologist to work with managers in search of better returns
  2. Fidelity, Capital Group score worst in climate engagement
  3. London-based niche manager creates advisory board as it looks to grow Nordic investor base
  4. Crisis was litmus test for active managers, EM duo says after sweeping market for mispriced stocks
  5. Swedish pensions giant acquires minority stake in home delivery company
  6. East Capital buys stake in impact investment firm
  7. ATP's CIO satisfied with dynamic trading outcome through both ups and downs
  8. Nordic asset manager searches for Chinese equity manager
  9. BNY Mellon, Amundi partner to help investors better manage money
  10. Akademikerpension, Folksam call out HSBC for lacking climate efforts
  11. Troubled Swiss asset manager opens Copenhagen office
  12. M&G Investments increases wholesale focus as wealth advisors call for illiquid solutions
  13. Blackrock says buy Covid-sensitive bonds on recovery prospects
  14. Experts: Sustainable funds fail to prove that they are mitigating climate change
  15. Swedbank Robur takes further steps towards realizing sustainability goals
  16. Sweden's top issuer of green bonds opens the door to social debt
  17. CIP pursues new green tech to counter oil giants' offshore wind entry
  18. Bankinvest offsets ecolabel funds' climate footprint with carbon quotas bought with annual fees

See all

Jobs

See all

See all

Latest news from FinansWatch (dk)

  1. Topdanmark: "Vi investerer virkelig voldsomt i øjeblikket i digitale kilder"
  2. Velliv-formand: Risikostyring er "super vigtig" i en krise
  3. Forsikringspræmier på himmelflugt: Erhvervskunder oplever prisstigninger på 7-10 procent
  4. Forsikringsselskaber melder om stigning i arbejdsskader på grund af hjemmearbejde
  5. Amerikansk banktilsyn giver grønt lys til dansk kryptovaluta

Latest news from EnergyWatch

  1. Floating wind firm offers bright, but tough-to-implement idea to oil sector
  2. Flaring from US shale production hits record low
  3. Nord Stream 2's Danish sector installation projected complete before summer
  4. Seadrill company decides not to make interest rate payment
  5. Chinese virus lockdowns lower oil prices

Latest news from ShippingWatch

  1. DNB after leaked backup plan on Borr Drilling: Rescue plan is still the primary goal
  2. Outgoing chief exec of Wallem Group criticizes charterers in coal conflict near China
  3. OOCL's earnings soar on strong container market
  4. Analyst expects strain on earnings for Frontline, Hunter and Nordic American Tankers
  5. China considers measures to increase capacity and stabilize container rates