Crédit Agricole Asset Management has launched the Nordic Portfolio in its Luxembourg domiciled Sica...
Crédit Agricole Asset Management has launched the Nordic Portfolio in its Luxembourg domiciled Sicav. Managed by Paul Kondratieff, the fund's investment strategy uses a similar style to the other equity products in the Sicav ' growth at reasonable price. Kondratieff uses a bottom-up strategy when choosing stocks. Decisions are based on fundamental analysis. While a stock's earnings growth and six to nine-month outlook is examined, if these statistics are not supported by fundamental analysis a buy decision is not made. Top-down sector allocation is looked at to a certain degree, b...
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