Forte Norge is an actively managed Norwegian equity fund with a focus on dividend-paying companies.
The fund is managed by Stein Frode Aaseng and is an actively managed equity fund that invests in the Norwegian market. The strategy is based on identifying solid Norwegian companies with sustainable earnings, strong financial stability, and an attractive dividend profile. The fund primarily targets companies with an established and predictable dividend policy.
Investment Management
Forte Norge invests in shares and equity certificates listed on the Oslo Stock Exchange or in companies with their headquarters in Norway. At all times, at least 90 percent of the fund’s assets must be exposed to the Norwegian equity market.
The manager carefully evaluates each company’s market position, profitability, and ability to generate cash flow, aiming to identify businesses capable of delivering stable, long-term returns. All income and dividends are reinvested into the portfolio.
Strategy
Forte Norge’s strategy is to build a portfolio of companies with strong dividend capacity and sound capital discipline. Selection is based on fundamental analysis, emphasizing earning power, cash flow, leverage, and the ability to create long-term value.
Through active management, the fund seeks to position itself in companies and sectors with favorable conditions in the Norwegian market. The fund is willing to deviate from its benchmark index when attractive opportunities arise and is continuously adjusted based on macroeconomic developments, company analysis, and market conditions.
Our mandate
Forte Norge has a Norwegian mandate with the flexibility to invest across all sectors of the Norwegian economy, as long as the investments are in equities or equity certificates listed on a regulated market in Norway or in Norwegian companies.
The fund is designed for long-term investors with an investment horizon of at least five years. It complies with UCITS regulations, offers daily liquidity, and reinvests all earned capital. The fund is well suited for investors seeking exposure to the Norwegian equity market, with a particular focus on companies capable of delivering high direct returns over time.
