Brief in English

Didner & Gerge is an independent fund management firm founded in 1994 in Uppsala. We practice true active fund management, and our goal is to create best-in-class long-term returns.

In our active fund management, we aim to deliver a return that exceeds relevant benchmarks while maintaining a reasonable level of risk. It is our genuine belief that active management will outperform the benchmarks over time. The stock exchange has historically fluctuated and will most certainly continue to do so. That’s why we always recommend our clients, individuals as well as institutional, to have a long-term investment horizon of five years or longer.

The major advantage of being an independent fund management firm is that we can focus fully on the administration of our funds without regard to other practices and other departments' business goals within the company. Our only aim is to create good returns for our clients based on our best investment ideas, regardless of industry or market weights.

Furthermore, our philosophy is to be fully invested over time as we refrain from having definite ideas of the stock markets' development. The idea is to pick stocks for the funds’ portfolios that will generate higher returns than relevant benchmark indices over time.

All our funds have two managers. This means that they work in tandem, challenging and testing each other’s investment ideas and deciding jointly which stock to buy, sell, or retain. Our focus on companies and stocks also creates an inspiring environment and atmosphere, retaining our co-workers longer. This creates continuity, stability, and engagement. Of course, they invest in the funds themselves that they and their colleagues manage.

Read more in our Sustainable Investment Policy.

Didner & Gerge Small and Microcap has elected to be “Reporting Fund” for UK tax purposes. UK taxable investors who hold shares in the fund as at the last day of the fund’s accounting period are required to look up the reportable income on this website and include it in their UK tax return.

Read more on the D&G Small and Microcap fund page.