Tuesday, November 29, 2016

Exit from Telia

Decided to exit from Telia, which was our last position in the Communication Service Provider -segment. I do not see that segment nor companies in it as attractive from investment perspective as our other focus segments:

  • Information Technology
  • Health Care
  • Renewable energy
  • Low-Emission Power Generation
  • Forest Industry
  • Metal Industry
  • Oil & Gas Production
  • Mining & Exploration

Information technology is heavily overweight in our portfolio currently compared to rest of the segments.

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