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Børs og finans

Tre nye Arctic-favoritter

Alexander Larstedt Lager tar inn tre nye aksjer i sin portefølje.

Foto: AF Gruppen.

Foto: AF Gruppen.

Artikkel av: Odd Steinar Parr
18. september 2018 - 08.45
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Forvalter Alexander Larstedt Lager i Arctic Fund Management tar AF Gruppen, Elkem og Gjensidige inn i sin anbefalte ukesportefølje, skriver DN.

- AF Gruppen gir eksponering mot et solid og voksende marked for bygg og infrastruktur i Norge. Aksjen har ligget flat lenge, til tross for solid utvikling i inntjeningen, forklarer han.

Han påpeker overfor avisen også at selskapet historisk har levert sterke driftsmarginer, og at syv prosent utbytte forventes for 2018.

Arctic-porteføljen består for øvrig av Atea, Entra, Equinor, Evry, Grieg Seafood og Sparebank 1 SR-Bank.

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