Evli Plc Class B · OMXHEX:EVLI
Evli Plc Class B — Investor Presentation (February 2025)
32 slides from Evli Plc Class B's investor presentation, Feb 28, 2025
Slide 1: Evli Europe Growth B
EVLI EUROPE GROWTH B This is marketing material for the fund and is not intended as investment advice or recommendation. Before making an investment decision, the investor must read the fund's key information document and other statutory information about the fund. 28.02.2025 ISIN: FI4000566716 BLOO
Slide 2: Evli in Brief
2 EVLI IN BRIEF “We see wealth as an engine to drive sustainable progress.” CONFIDENTIAL
Slide 3: Evli Plc
3 ASSETS UNDER MANAGEMENT (EUR MARKET POSITION AS INSTITUTIONAL Evli Plc BILLION) DECEMBER 31, 2024 ASSET MANAGER (KANTAR PROSPERA 2024) Evli Plc is a Finnish independent investment service 18.9 1. company with a nearly 40-year operating history. We are currently Finland's leading institutional asse
Slide 4: Evli's mutual funds
4 Evli’s mutual funds FUND AUM (EUR BILLION) NUMBER OF FUNDS Funds are managed by Evli Fund Management DECEMBER 31, 2024 Company Ltd, which is a Finnish fund management company. Evli Fund Management Company is part of 13.4 64 Evli Group whose parent company is Evli Plc. Morningstar, an independent f
Slide 5: Award-winning asset management from Evli
5 Award-winning asset management from Evli Evli has been leading Kantar Prospera’s survey for 12 consecutive years in a row1. In the SFR Research’s Institutional Investment Services survey, Evli has been ranked first for five years and second place for three, based on the overall quality assessment2
Slide 6: Evli's Systematic Funds
6 EVLI’S SYSTEMATIC FUNDS Evli’s multifactor and growth fund strategies CONFIDENTIAL
Slide 7: Evli Systematic Funds and Solutions
7 Evli Systematic Funds And Solutions Index funds Atlas Ready-made Evli Sweden Equity Index Funds solutions solutions B Factor funds Tailored solutions Evli Equity Factor Europe Active Evli Equity Factor USA Passive Evli Equity Factor World Thematic Growth funds Evli USA Growth ATLAS Tailored ESG Ev
Slide 8: Systematic investing at Evli
8 Systematic investing at Evli Systematic factor strategies utilized across various funds for >10 years 2011 2015 2016 2020 2022 2022 2024 Evli Evli Equity Evli Equity Evli Equity Atlas: Customized Evli USA Evli Europe Allocation Factor Factor Factor Systematic Growth Growth Funds Europe USA Global
Slide 9: Portfolio management team
9 Portfolio management team Peter Lindahl Antti Sivonen Mattias Lagerspetz Matias Palmunen PORTFOLIO MANAGER PORTFOLIO MANAGER PORTFOLIO MANAGER QUANT ANALYST AT EVLI SINCE 2000 AT EVLI SINCE 2010 AT EVLI SINCE 2015 AT EVLI SINCE 2024 – M.Sc. (Econ.), Hanken. Peter has – M.Sc.(Accounting), Aalto Uni
Slide 10: Investment philosophy: Robustness
10 Investment philosophy The Zoo of Factors Study what has worked – Value investing has existed for more than 100 years Rewarded factors – Academic consensus is a good starting point Robustness Momentum Expected Don’t get lost in the factor zoo Growth Quality Value – Harness academic, pracitioner an
Slide 11: Growth Done Right
11 Growth Done Right How to harvest the return premia in growth stocks − Growth tends to be expensive Quality − But not all growing companies are too Growth expensive = Growth firms − A smart growth strategy is successful in identifying rewarded growth stocks which grow faster than expected CONFIDEN
Slide 12: What Type Of Growth Firms Have Outperformed?
12 What Type Of Growth Firms Have Outperformed? Expected growth −Past growth Profitable −Unprofitable R&D-biased Recent outperformers CONFIDENTIAL
Slide 13: Harvesting Quality Growth
13 Growth Done Right Harvesting Quality Growth We invest into growth companies which show strong: ─ Investment growth Future investment growth (R&D, etc.) ─ Growth momentum Recent outperformers (earnings, etc.)
Slide 14: Quality Growth firms have outperformed
14 Quality Growth firms have outperformed (Past performance is not an indicator of future returns) CONFIDENTIAL
Slide 15: Quality Growth has generated good returns
15 Quality Growth has generated good returns Investors have been better off in avoiding expensive growth companies (Past performance is not an indicator of future returns) Market (USA) Quality Growth Expensive Growth 30% 20% 10% 0% -10% 1970s 1980s 1990s 2000s 2010s Market (USA) 6.1 % 16.8 % 18.0 %
Slide 16: Quality Growth strategy, simulation
16 Quality Growth strategy, simulation1 ( Past performance is not an indicator of future returns) Europe Quality Growth strategy simulation 2001-2023 The picture illustrates the income simulation of the growth strategy, which shows gross returns without expenses. The growth strategy is based on a hi
Slide 17: Investment Process
17 Investment Process 1 2 3 4 5 Universe ESG Quality Growth Rebalancing Final Portfolio (large-caps) screening Process MSCI Europe Evli’s principles: Systematic selection Full rebalancing ~130 stocks of companies with annually (~400 stocks) Responsible strong: market-cap investment + weighted + Clim
Slide 18: Evli Europe Growth fund
18 Evli Europe Growth fund − Quality growth companies have performed strongly over the long-term Successful growth – expensive growth firms may be risky for the investor. investing comes down to − Growth factors based on academic selecting companies that research have produced strong returns in the
Slide 19: Net of fee returns - YTD
19 Net of fee returns - YTD Portfolio Benchmark Difference YTD 9.64% 10.94% -1.30% Portfolio Benchmark Difference Volatility 11.44% 9.14% 2.30% Sharpe 0.80 1.14 -0.34 Tracking Error 4.76% - - Information Ratio -0.27 - - Beta 1.15 - - CONFIDENTIAL
Slide 20: Net of fee returns - Since launch
20 Net of fee returns - Since launch Portfolio Benchmark Difference 1 Month 1.94% 3.63% -1.69% 3 Months 7.96% 9.79% -1.83% 6 Months 2.22% 6.87% -4.65% Since launch 8.68% 13.14% -4.46% Since launch, 9.07% 13.73% -4.66% annualized return Portfolio Benchmark Difference Volatility 13.07% 10.69% 2.38% Sh
Slide 21: Annual returns, after fees, 28.02.2025
21 Annual returns, after fees, 28.02.2025 Past returns are no guarantee of future returns. 2024 2025 Portfolio -0.87% 9.64% Benchmark 1.98% 10.94% Difference -2.86% -1.30% Volatility 14.58% 11.44% Tracking Error 4.98% 4.76% Evli Europe Growth B CONFIDENTIAL
Slide 22: Portfolio structure 28.02.2025
22 Portfolio structure 28.02.2025 Evli Europe Growth B CONFIDENTIAL
Slide 23: Ambition
23 AMBITION “We want to be the forerunner in responsible wealth management in the Nordics, and in this way help our clients in managing their wealth to support a sustainable future.” CONFIDENTIAL
Slide 24: Evli is a forerunner in Responsible Investing
24 Evli is a forerunner in Signatory of a COP15 initiative ’Moving Together on Nature’ Responsible Investing Signatory of Open Letter to EU leaders Joining the PRI Advance initiative as from investors on a endorser sustainable recovery Signatory of a from COVID-19 joint statement on European Investo
Slide 25: Four pillars of responsible investing at Evli
25 Four pillars of responsible investing at Evli #1 in Sustainable investing according to Finnish institutions 2017-20242 Principles for ESG 1 -integration in Engagement and Reporting Responsible Investment Team Responsible Investment investment process active ownership – Decided by Evli’s – Portfol
Slide 26: Monitoring, engagement and active ownership
26 Monitoring, engagement and active ownership ENGAGEMENT ACTIVITIES 2024 UN Global Compact, the UN Guiding Principles on Business and Human COLLABORATIVE ENGAGEMENT PARTICIPATING IN GENERAL Rights, the OECD Guidelines for Multinational Enterprises and Evli’s climate INITIATIVES MEETINGS principles
Slide 27: Exclusions in practice in all Evli funds
27 Exclusions in practice in all Evli funds – With 0% revenue threshold: – Controversial weapon manufacturers – Companies manufacturing peat for energy production – With 5% revenue threshold: – Tobacco producers, adult entertainment producers and companies practicing controversial lending – With 10%
Slide 28: Evli's climate change principles
28 Evli’s climate change principles 1. Analysis – Monitoring the emissions of companies in Evli’s funds through fund-specific carbon footprints. – Funds’ carbon footprints are also assessed by Evli’s Responsible Investment team. 2. Exclusion – Avoiding1 investments in companies that gain a significa
Slide 29: Evli's climate targets
29 Evli’s climate targets Evli aims for carbon neutrality of its own operations by 2025, and carbon neutrality of investments by 2050 at the latest. The interim target for the investments -50% reduction in indirect emissions from investments by 2030 (compared to 2019). We are aware that a credible l
Slide 30: Important information
30 Important information This marketing material is intended for non-professional and professional clients in Finland, Sweden, Lithuania, Latvia and Estonia. In other jurisdictions this Document is intended only for professional clients. The management company of the fund is Evli Fund Management Com
Slide 31: Disclaimer statement
31 Disclaimer statement Evli This presentation is intended only for the recipient's personal and private use. This material is based on sources that Evli Group (Evli) considers correct and reliable. However, neither Evli nor its employees give any guarantee concerning the correctness, accuracy or co
Slide 32: Evli Funds social media and contact details
LinkedIn – Evli Funds LinkedIn – Evli Funds Facebook – Evli Funds Facebook – Evli Funds Facebook – Evli Funds Message Service X – Evli Funds Message Service X – Evli Funds Message Service X – Evli Funds evli.com evli.com evli.com Evli Plc | Aleksanterinkatu 19 | P.O. Box 1081 | FI-00101 Helsinki, Fi