Asset managers - current

Our international partners

Intervalor’s current asset management partners.

Polen Capital

Polen Capital Management is a global investment management firm providing growth and income investment strategies to a wide range of institutional and individual clients around the world.

Polen Capital has four autonomous investment teams including the Large Company Growth Team, Small Company Growth Team, High Yield Team, and Emerging Markets Growth Team, with offices in Boca Raton (FL), Boston (MA), Waltham (MA), London (U.K.), and Hong Kong.

Active Niche Funds

Active Niche Funds offers long-only equity funds in the renewable energy sector. The company was founded in 2007 by two brothers Pascal and Philippe Rochat. Active Niche is still partner-owned and are based in Switzerland. 

Active Niche is a company with a range of thematic funds which requires specific knowledge and expertise. Funds currently available to Nordic investors are Active Solar, an article 9 UCITS long-only equity fund investing in solar energy, as well as Active Recycling, a SFDR 9 Lux UCITS equity fund investing in the circular economy. 

EdenTree Investment Management (EIM)

EdenTree Investment Management (EIM) is a pioneer in the field of Socially Responsible Investing. The managers, as well as the funds, are highly ranked, and EIM has won the Moneyfact’s Best Ethical Investment Provider award for many consecutive years; 2009 to 2021 Outside of the UK the most sought after funds are their Global and European equity funds. 

BLI - Banque de Luxembourg Investments S.A.

BLI – Banque de Luxembourg Investments is the independent fund and asset management company of Banque de Luxembourg. Our expertise is based on decades of experience in tailor-made wealth management, and is reflected in the regular awards for our funds and their performance consistency over the long term.

TCM - Trustus Capital Management

TCM – Trustus Capital Management is a Dutch company based in Joure, active since 1987. TCM can demonstrate a long successful track record in its specific niche to produce high dividend income from high dividend portfolios in frontier markets. All funds apply the same philosophy, based on a structured investment process integrating also ESG screening. The funds currently available to Nordic investors are TCM Global Frontier High Dividend Equity, TCM Africa High Dividend Equity and TCM Vietnam High Dividend Equity, all Lux UCITS funds. TCM is a UNPRI signatory and uses Sustainalytics for ESG screening

Important information

Past performance should not be seen as a guarantee to future performance. The value of an investment in a fund may fall as well as rise as a result of market fluctuations. Investors may not get back the amount originally invested.

All marketing material is aiming professional investors

Important information
For professional investors only. Information provided by Intervalor regarding the asset managers and their products and services is for marketing purposes only and shall not be regarded as independent advice or a recommendation to buy securities. Intervalor act on behalf of the asset managers we represent, and we receive our renumeration from them.