origo quest 1

Research driven equity hedge L/S 

"We invest in  Change. We are a selective, value oriented and long-term small cap investor that are specialized  in companies undergoing or expected to undergo change..."

Investment objectives
Origo Quest 1 is an equity hedge fund under the supervision of the Swedish financial authorities, Finansinspektionen. The fund focus on long term and selective investments in Nordic small caps.  The fund has a flexible mandate and can take bort long and short positions in order to optimize the return between return and risk. Investments are made when there is clear value drivers, and the team often takes an active role in the change process. The investment rational for the long holdings will most likely be;

  • Expansion
  • Tranformation
  • Differentiation 
  • Special situations

Performance - Quest 1A 
(Quest 1 and NHX Equity hedge index)

Investment team

Stefan Roos
Investment manager 
30 years in the business.   

Carl Rydin
Portfolio Manager
12  years in the business.

Trading facts - in short
NAV/ Trading: Last banking day every month
Subscription: Five banking days before NAV
Payment: Two banking days before NAV
Redemption: 20 banking days before NAV
Share classes: A, B, C
A) ISIN: SE 0005 003 134
B) ISIN: SE 0006 452 959
C) ISIN: SE 0006 452 967

All documents incl. Subscription form >>

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.