Halberg-Gundersen Invest was established in 2015 by the Halberg and Gundersen companies which both have more than 100 years of industrial know-how behind them. Halberg-Gundersen Invests vision is to provide investors with active management at passive fees. That includes an emphasis on low fees, competitive returns and increases in asset under management to achieve economies of scale.
As of today Halberg-Gundersen Invest consists only of the UCITS compliant long-only mutual fund named Global Equities, a value oriented fund where investment are made based on four strategic pillars which together forms the backbone of the company’s industrial investment approach. The four pillars are:
1) Low valuation
2) Financially sound
3) Shareholder friendliness
4) Long-term sustainable business-model
To learn more about Halberg-Gundersen Invest click here.