European small caps
Nordic small cap
Equity fund for investing in small publicly traded Finnish companies with a market value under 800 million euros.
Equity fund for investing in small cap Nordic companies whose market value is less than 800 million euros.
Equity fund for investing in small and medium sized Nordic companies whose market value is less than 3 billion euros.
Thematic equity fund for investing in listed companies whose businesses benefit from increased requirements in environmental protection, changes in demographic trends and development in information technology.
Fondita Healthcare is an actively managed, global healthcare fund. In line with the Article 9 sustainability rating, the fund's social sustainability objective is to invest in companies that promote health and well-being, as well as access to healthcare and equality in their own business operations.
Equity fund for investing in companies whose operations contribute to sustainable development.
Lastly, we want to emphasise that as responsible fund managers, all our funds comply with Fondita’s responsibility principles.
Key aspects of our investment philosophy
Active long-term perspective – continuity
We have a shared investment philosophy for all of Fondita’s funds. It is based on concentrated portfolios with an active stock selection with long-term perspective and sustainability as deciding elements. Our investment philosophy has been the same since the start in 1997, and it has shown good results.
Companies with potential – quality
The companies our experienced fund managers select for our funds are primarily small and mid-size companies in the Nordics and Europe.
The requirements for our companies are many and we prefer businesses that, among other things, have strong market positions, established profitability, great future possibilities and carefully considered sustainability strategies.
Ongoing contact – closeness
With concentrated portfolios we are able to follow our investments closely. We hold regular meetings with the companies’ management boards and with competitors and customers. This way, we can guarantee a broad overview of the companies’ future possibilities on the market.
Strong results from Fondita’s engagements as lead signatory in the CDP 2023 Non-Disclosure Campaign
Fondita acted as the lead signatory in CDP’s (former Carbon Disclosure Project) 2023 Non-Disclosure Campaign. The NDC runs alongside the main CDP ... Read more
Fondita Healthcare – first healthcare fund in Finland with the highest SFDR sustainability classification, Article 9
Fondita’s global actively managed healthcare fund, Fondita Healthcare, is classified as an Article 9 fund (previously Article 8) as of 1.11.2023. According ... Read more