AJ Evli Value Hedge Fund

Overview

AJ Evli Value Hedge Fund is a Finnish hedge fund focusing on value investments in the Nordic region. The fund aims to achieve absolute returns in all market conditions, targeting experienced investors seeking high yields and prepared to tolerate short-term price fluctuations. The recommended investment horizon is at least 3-5 years. Investment decisions are based on fundamental analysis to identify undervalued stocks, with risk managed through extensive diversification across a large number of stocks. The fund primarily invests in Finland and Sweden but can also invest in other markets, provided that 80% of assets are in Nordic countries. The fund's investment principles include investing in undervalued securities, not having a benchmark index, maintaining extensive diversification, and holding cash or money market instruments when suitable investments are not available. The portfolio manager, Juha Rajakenttä, has over 20 years of experience in successful portfolio management, emphasizing analytical research based on fundamentals. In July 2024, the Finnish Financial Supervisory Authority granted permission for the transfer of the fund's management from Evli Fund Management Company Ltd to GRIT Fund Management Company Ltd, effective October 1, 2024. Juha Rajakenttä continues as the fund's named portfolio manager. The fund's name was changed to AJ Value Hedge GRIT UCITS, and the management company became GRIT Fund Management Company Ltd. The transfer and rule amendments did not require action from unit holders, who retain the right to redeem their units according to the valid rules.

Investment Focus

• High yield
• Tolerance for short-term price fluctuations
• Investment horizon of at least 3-5 years

Portfolio Companies