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ORIGO QUEST 1

origo quest 1 is a nordic hedgefund with focus on small and mid cap companies

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investment strategy

Origo Quest 1 is a Nordic long/short equity hedge fund that focuses on absolute returns and a sound risk-taking. The fund invests in Nordic small cap companies that are predicted to have good value potential and where the investment team has identified clear value-creating changes. A significant portion of the Fund's long holdings have transformation,expansion or special situation as the most important value drivers and the investment horizon is normally at least 3-5 years. Sustainability analysis and the ability to influence companies are an important and integrated part of the investment process.

The fund also short sells selected stocks, aiming to utilize additional return opportunities and to reduce the overall market risk in the fund. The fund's short positions are often assessed to have an underestimated level of risk in relation to the valuation in combination with different types of warning signals such as unclear accounting or weak cash flow generation.

The investment team always strives to be close to the companies and to be a committed and active owner. A close dialogue with the Board, management and other owners forms a significant part of the investment process. All in all, the investment strategy aims to capture the growth potential of smaller companies, while the correlation with the stock market is limited.  The objective for the fund is to deliver + 10% annualized return, measured as an average over rolling five years, with a lower risk level than the overall risk level of the Nordic stock market.

Origo Quest 1 suits investors that:

  • Believe in the team and the fund's investment strategy
  • Want exposure to active and responsible ownership
  • Seek an absolute fund with limited market correlation
  • Believe that Nordic small caps offer an attractive investment opportunity
  • Appreciate that the fund's fee structure is linked to the performance

the fund's investment model

investment team

Stefan Roos founded Origo Capital in 2011 and is the responsible fund manager. Stefan has over 30 years of experience as a small cap specialist. Prior to Origo Capital, Stefan was Head of Nordic equities at SEB Funds.  

Carl Rydin has a background in corporate finance and financial analysis, and most recently comes from a role as investment analyst at the successful hedge fund Lucerne Capital in New York.

Stefan Roos
Stefan Roos
Carl Rydin
Carl Rydin

fund facts

Launch date31 January 2013
Legal structureAlternative Investment Fund (AIF)
DomicileSweden
SupervisionSwedish Financial Supervisory Authority
Management fee1.25% p.a.
Performance fee10% of upside above hurdle
Hurdle rate90 days SSVX + 5%
High water markYes, no reset
Purchase feeNone
Redemption feeNone
Subscription & redemptionMonthly
CurrencySEK
NAVMonthly official NAV & weekly indicative NAV 
Share classesA, B och C 
Minimum initial investmentSEK 500 000 (share class A and B)
SEK 1 000 (share class C)
DividendYes, in share class B
SustainabilityIntegrated in the investment process 


For more information, please see the fund's Information Brochure.

Risk information

Past performance does not guarantee future performance. The value of your investment may rise as well as fall and there is no guarantee you will recover your original investment. An investment in Origo Quest 1 should be seen as a long-term investment.