Wilhelm Bruun

AA
9 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Evli

Professional background

Portfolio manager at Evli Fund Management Company specializing in Nordic equities. Before joining Evli, he served as an analyst at Carnegie Asset Management.

Educational background

Master’s degree in finance from Hanken School of Economics.

Performance

11.56%

Manager Annualised Return Since Inception

8.39%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

11.56%
8.39%
3.17%

5Y

4.58%
6.44%
-1.86%
*Inception date: 20131031

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Evli Nordic
Value investing using fundamental analysis
Benchmark
MSCI Nordic (NOK)
Class
A
ISIN
FI0008810890
AUM
86,989,772.62 €
Ongoing Charges
1.6%
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