Kraft Høyrente featured in Finansavisen
The newspaper mentions Kraft Høyrente's investments in several of Kjell Inge Røkke's Aker companies. "It's a good exposure to companies with good qualities that have created value over time, with strong management, strong owners and many different companies," Thorstensen tells Finansavisen. Kjell Inge Røkke controls a sphere of listed companies under the parent company [...]
Kraft Høyrente
Kraft Høyrente is Kraft Fondenes first fixed income fund. The fund is managed by Øivind Thorstensen and Simen André Aarsland Øgreid (pictured) and focuses 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, government bonds, convertible [...]
Monthly report Kraft Høyrente
The Norwegian high-yield market still seems robust, although both the credit spread increased somewhat during the period and we saw a more challenging backdrop at the macro level. It is quite clear that the Norwegian market is not immune to developments in other markets, but is supported by more technical reasons, such as a shrinking NOK market in volume and [...].
Monthly report Kraft Høyrente
Kraft Høyrente delivered a good return despite the fact that the Norwegian market for high-yield bonds was somewhat weaker this month. The primary market was nevertheless active in October with several new issues. Credit spreads increased slightly, but are still at historically low levels. The credit spread on high-yield bonds in Norwegian kroner has been declining since mid-2022, with the exception of [...]