Market update for February
Monthly report Kraft Investment Grade
Last month was good for the fund. The primary markets are now entering a quieter period as a result of the holiday period, after a period of high activity. The first half of the year has been characterised by a high volume of new issues, with many companies taking the opportunity to refinance and optimise their capital structure. The return for the fund has mainly been [...]
Kraft Investment Grade
An investment grade fund focusing on Nordic bonds The fund is managed by Øivind Thorstensen and Simen André Aarsland Øgreid (pictured) and has a focus on credit risk in its mandate. The companies we focus on have profitable business models, a stable outlook and favourable framework conditions for the future. Value management The fund's exposure to the fixed income market will primarily be achieved through direct investments in corporate bonds, [...].