Mandatum - Asset Management and Insurance

Initially, I got in because of the Sampo demerger. Then I added more when it was known there would be “forced selling” / the price would drop, as certain funds couldn’t hold it in their portfolios due to their own rules. As I started following the story and management, while occasionally picking up profits (even luckily at times), my Mandatum position has just kept growing. The latest lucky break was when I emptied my own portfolio just before Altor’s exit, and then I was able to pick it up lower and increase my position. Well, of course, it’s in the red now, but time will tell. From tomorrow onwards, I can add more again, so it doesn’t matter if the market tanks—it’s even desirable :slight_smile: Somehow other asset management in Finland seems to be stagnating or regressing. Only Nordea is a favorite alongside Manta.

13 Likes