The Dragon Portfolio focuses primarily on companies that are “best of breed”, i.e. among the best in their sector or industry.
Unlike the Rhino portfolio, which consist primarily of mature dividend paying companies, many companies in the Dragon does not pay dividends as their profits are typically channeled directly into the companies’ growth expansion instead. Thus, the portfolio will sometimes contain many growth stocks.
The Dragon Portfolio will aspire to capture companies in turnaround situations. Our focus will be awaken in the “sweetspot” time where we in the foreseeable future can see that the turnaround case will be reflected in future accounting and analysts’ recommendations.
Invest in our portfolios
A preliminary meeting tells us your investor expierience and your risk profile, ensuring a mutually beneficial long-term cooperation. At the same time, you get to know us and our investment methods a little better. On agreement, you will recieve investment advice from us. The actual trading of equities is conducted by you.
Advantages of investing with us in relation to investment funds:
• Our remuneration model ensures that we have common interests – your earnings will determine our earnings
• Full transparency – you always know what stocks / companies you own and why you have invested in them
• A solid strategy ensures that you do not have to worry about your investments when market volatility is high
• Your costs will be reduced and over time you will experience a significant improvement to your return
Our remuneration is paid quarterly. You can choose between 3 remuneration models, as described in individual investment advisory. Using the principle “high watermark” ensures, that you only pay for positive returns. See also Investment advisory, where the models is described in details.