PP Capital takes care of your investments in a management mandate within a single area or across different areas. By allowing us to manage your investments, we ensure both optimal risk diversification and portfolio monitoring. At PP Capital, the customers are always the center of our focus and therefore receive an individually tailor-made solution that matches their own needs, risk profile, and investment horizon. Against this backdrop, we create the portfolio and the overall investment framework. When the clients choose portfolio management at PP Capital, we make an investment agreement stipulating the clients’ demands and investment framework. The portfolio is then divided pro-rata among the various asset classes with active monitoring. Our investment team utilizes strategic allocation, where investments follow the established framework and tactical allocation so that the investments are always optimal concerning risk and return. Each month, we submit detailed return reports so that you can easily track portfolio development and performance. We also provide information about prevailing market conditions to provide further insights.

At PP Capital, we believe customers ought to have an overview of all costs, and we advocate a policy of transparency. Our fee structure eschews hidden fees.

At PP Capital, we keep an open dialogue with our clients and strive to maintain bilateral contact where the clients have direct accessibility to the investment team.

With our investment advisory services, clients decide for themselves what and when to buy based on our recommendations. Together, we will set establish risk profiles and investment frameworks parameters. In addition, we offer professional advice on the composition of the portfolio. We constantly develop investment propositions where the clients choose where to invest. When the clients make an investment decision and decide to invest, we assist them in this process by carrying out the trade according to our "best execution" policy. PP Capital endeavors to take all sufficient steps when executing orders. The best possible result for our clients comes from assessing price, costs, speed, the likelihood of execution and settlement, size, nature, or any other consideration relevant to the execution of the order.

Clients can keep their current custodians or choose the solutions set up by PP Capital. Despite the choice, regular performance reporting is still an opportunity.

The advantages of using PP Capital are that we:
- Actively monitor customer inventory
- Are an independent qualified investment fund with a large network of domestic and foreign brokers
- Can access greater liquidity and reduce transaction costs for the clients

PP Capital StockPick is an actively managed equity fund with a Nordic bias, where the objective of the strategy is to provide investors with a minimum of 12% average annual return over 5 years. PP StockPick is a "long-only" fund and invests in individual securities. The portfolio typically contains 17 to 30 listed companies. Central to the selection of investment is whether it has a protected and long-term growth potential, which is the key to calculating the expected long-term return.

The strategy is based on our proprietary valuation method and fundamental analysis based on our 7-factor rating system. The strategy is best described as being a "value-based approach", where the portfolio consists of equities that are believed to be undervalued given the company's earnings, assets, cash flows, and other matrices. Occasionally we do choose growth stocks, where we focus on well-established small or mid-cap equities that have a healthy business model and great potential for future growth. These types of investments usually include higher risks than our value investments. We, therefore, aim to keep such investments below 20% of the total portfolio. You can read more about our mutual fund at:

StockPick, PP Capital

StockPick, Portfoliomanager


PP Capital BASIS is a global balanced portfolio that uses cost-efficient ETFs and includes asset classes such as equities, bonds, and alternatives. The objective of the strategy is to protect and accumulate wealth over time by using various degrees of diversification.

PP Capital BASIS employs a macro-driven, top-down style to construct a balanced portfolio. Choosing the optimal asset classes, ETF's and their ongoing allocation is based on an analysis of the current and future economic environment. Using our top-down investment framework with flexible investment constraints facilitates a proper tilt to risk assets during an appropriate investment environment. This means that during times of favorable economic environment the portfolio will have a higher allocation towards equities, while during poor economic environments the portfolio will have a higher allocation towards bonds. The analysis takes into consideration various economic and financial inputs from multiple countries, which makes PP Capital BASIS truly global.

PP Capital BASIS is accumulative and subject to the rules of section 19 of the Equity Profit Taxation Act on tax-free investments. Funds covered by the company scheme, VSO, can therefore be invested in PP Capital BASIS. The mutual funds described on this site are not directed towards nor intended for United States residents and residents of other countries who temporarily reside in the United States. This is not a solicitation of any offer to buy or sell, products or services in the United States of America by any corporation, partnership, or entity under the laws of the United States of America which is subject to United States tax regulation. No United States residents or residents of other countries who are temporarily present in the United States may purchase any products or services from PP Capital, and PP Capital will not accept an application to purchase investment funds from any such person.

BASIS, PP Capital

BASIS, Portfoliomanager

https://pp-capital.dk/en/en-stock-pick/

https://pp-capital.dk/en/en-basis/

https://pp-capital.dk/en/en-tactical-asset-allocation/