March 28
Portfolios
Growth Portfolio 1 Year: 3.38%
Dividend Portfolio 1 Year: 5.51%
Comparable Indexes
OMXSGI 1 Year: 2.22%
Nasdaq Composite 1 Year: 5.76%
See my portfolios my clicking on one of the buttons above or by clicking on portfolios in the page header.
Hallatorp Asset Management
We offer two actively managed portfolios: Growth and Dividend. Our Growth portfolio outperformed the benchmark OMXSGI in 2024, demonstrating strong stock selection and market performance. While the Dividend portfolio did not surpass the benchmark, it remains a solid option for investors seeking steady returns. Our investment approach is based on fundamental analysis, ensuring that we select stocks with strong financials and growth potential. Additionally, we consider the 200-day moving average (MA200) as a key factor when making buy decisions. By relying on data-driven strategies, we eliminate emotional decision-making and focus on disciplined, systematic investing.
Our long-term mission is to establish our own investment company or secure positions within an investment or fund management firm. Our portfolio manager, Moltas, brings valuable experience from working in Hong Kong, Thailand, and Sweden, contributing to a global perspective on market trends and investment opportunities. The strategies we employ are designed to remove subjective judgment, relying solely on a structured investment process. By consistently following our methodology, we ensure that only stocks meeting our strict criteria are included in the portfolios, allowing for a transparent and rules-based approach to investing.
Our Services
What We Offer
We offer two portfolios, Growth and Dividend, which are actively managed by portfolio manager Fredrik Hallatorp. The Growth portfolio outperformed the benchmark OMXSGI in 2024, while the Dividend portfolio did not outperform the benchmark. We use fundamental analysis to select stocks for our portfolios and also look at the MA200 when buying stocks. Our mission is to start our own investment company in the future or get hired by an investment or fund company.
Growth
The Growth portfolio invests in a concentrated portfolio of growth stocks. The portfolio is managed with a long-term perspective and the investment horizon is typically 3-5 years.
Dividend
The Dividend portfolio invests in a diversified portfolio of dividend-paying stocks. The portfolio is managed with a focus on income and the investment horizon is typically 5-10 years.
Tailor-made
We understand this is a very personal journey and will tailor a bespoke portfolio which suits your risk appetite and investment horizon.
Why Choose Us?
We are a boutique asset management company that focuses on providing high-quality investment services to our clients. We have a team of experienced investment professionals who are dedicated to providing our clients with the best possible investment experience.
Tailor-made portfolio
We believe that every client is unique, and we tailor our portfolios to meet the specific needs and objectives of each individual client.
Get in Touch with Us
Contact Us
We would be delighted to discuss your investment needs and how we can help you achieve your financial goals. Please contact us today to schedule a consultation.
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