Intervalor are excited to announce a new strategic agreement with global investment manager Polen Capital

Intervalor are excited to announce that they have entered a strategic cooperation agreement with global investment manager Polen Capital.

This partnership provides Nordic and Baltic professional investors and distributors expanded access to active, high-conviction investment strategies in Global Equities, Emerging Market Equities, and US Equities across both Large and Small Companies.

Intervalor’s CEO, Anders Bladh, comments: “This is the start of a cooperation which we are very excited about. Polen has a great history of success in delivering great investment results, combined with deep, integrated in-house sustainability principles. The firm will certainly fill a gap in the market where we find a demand for the strategies they offer.” 

This collaboration represents a significant milestone for Polen, furthering its global expansion efforts. Earlier in March this year, the firm acquired LGM to strengthen its expertise and product offerings in emerging markets. Additionally, Polen launched its first QIAIF product in Opportunistic High Yield in April, available in several European markets, including Denmark, Finland and Sweden.

Polen Capital’s Head of International Business Development, Paul Williams, comments: “Over the past five years, Polen has proactively engaged with clients worldwide, gradually expanding our horizons. Now, we are taking the next step in bringing our proven investment capabilities to clients based in the Nordics and Baltics.  We are delighted to partner with a proven business like Intervalor, which shares the same client-led values as us.”

To find out more about Polen Capital and their strategies please visit their website.

Intervalor represents a number of carefully selected international asset managers on an exclusive basis throughout the Nordic and Baltic region. We offer Nordic investors access to our managers’ market-leading services and products, combined with our own personalised local service.

Please contact us at intervalor@intervalor.com to learn more about the partnership or Polen Capital’s different strategies.

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.