His long-biased equity fund, Impega, is up more than 75 percent in the first half of the year, making it by far the best-performing hedge fund in the Nordic universe. Despite the strong performance, portfolio manager Petter Kvamme Jensen has become increasingly cautious. He sees today’s market as one increasingly driven by emotion rather than fundamentals, prompting him to become even more selective in positioning the portfolio.
“Markets are increasingly driven by sentiment rather than fundam...
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