Charlotte Sundqvist

When alpha* counts Brummer & Partners is a leading European multi-strategy, multi-manager firm empowering investment teams devoted to generate consistent absolute returns across market environments. Through a constant evolution of Brummer Multi-Strategy we aim to be all informed investors’ choice. Empowering high caliber investment teams Since 1996, we’ve nurtured a partnership model enabling teams to launch an investment strategy, while our infrastructure facilitate their focus on alpha generation. They manage their strategy as a pod within BMS, or by co-owning an investment management company with Brummer & Partners. This model has proven to attract talented investment teams with a long-term approach that thrive in a collaborative culture. Although a global firm, our Nordic heritage still characterises our talent pool and to some extent BMS’s risk exposure. BMS targets institutional and private investors looking for risk diversification and low correlation to financial markets over time. The portfolio is highly liquid with diversifying strategies investing across 500+ markets. Risk management is at our core and shapes how we dynamically allocate to our in-house investment strategies. Portfolio construction and risk management To ensure a well-diversified portfolio, BMS relies on a proprietary risk management system enabling multi-dimensional portfolio analysis. The dimensions cover real-time monitoring of risks, exposures and performance, combined with comprehensive analysis of the overall market environment. BMS’s disciplined approach to risk also involves constructive dialogue with the investment teams to better understand the qualitative rationales behind the risks in the portfolio. Aligned for sustainable alpha BMS is an Article 8 fund. All investment strategies integrate sustainability risks and opps in their respective investment decision making processes, to generate sustainable alpha. *Returns by active mgmt rather than general market performance