Group 1 - Storebrand Asset Management AS will implement minimum income tax for privately taxed investors in its funds for the year 2025 [1] - Investors holding units in specific equity funds as of April 30, 2025, will be subject to a technical distribution per unit, which varies by fund [1] - The technical distribution amounts for selected funds include SKAGEN Focus A at DKK 26.69, SKAGEN Kon-Tiki A at DKK 128.12, and Storebrand Global Vekst A at DKK 240.19 [1] Group 2 - The technical distribution is considered a non-effective payment and should be added to the purchase price of the original units for tax purposes [2] - Storebrand Asset Management AS is Norway's largest private asset manager with approximately DKK 900 billion in assets under management [2] - The company has over 30 years of experience in ESG investing and offers a range of sustainable investment solutions across the Nordic region and Europe [2]

Group 1 - BlackRock ESG Capital Allocation Term Trust (NYSE: ECAT) is a closed-end fund with approximately $1.6 billion in assets under management and is currently trading at a 4.37% discount to its Net Asset Value (NAV) [1] - The fund presents an interesting investment opportunity due to its significant discount and the management expertise of Bram de Haas, who has 15 years of investing experience and over 5 years managing a Euro hedge fund [1] - Bram de Haas utilizes his risk management skills, honed from his background as a professional poker player, to identify lucrative investments based on special situations [1]

Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] Group 2 - Roberts Berzins is a CFA Charterholder and holds an ESG investing certificate, indicating a strong background in finance and sustainable investing [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]

Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...

Group 1 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus area [1] - Roberts is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1] - Active involvement in "thought-leadership" activities supports the development of pan-Baltic capital markets [1]

Group 1 - Real estate investment trusts (REITs) have shown increased volatility since the onset of COVID-19, initially experiencing a significant decline alongside other asset classes [1] - Following the initial downturn, the REIT sector has seen a notable recovery [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national state-owned enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [1]

Group 1 - The article discusses the feasibility and potential benefits of retiring with a highly concentrated investment portfolio consisting of only two picks [1] - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has been involved in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has experience from an internship at the Chicago Board of Trade [1] - Berzins is actively engaged in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Group 1 - The concept of achieving financial independence or retirement often requires substantial capital accumulation over many years [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [1] - He is actively involved in thought-leadership activities aimed at supporting the development of pan-Baltic capital markets [1]

The only exception to this is diversification, which is commonly referred to as the only true freeOne of the core principles in investing is that in order to achieve greater returns, the risk level has to be increased.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic ca ...

Core Viewpoint - The suspension of live trading for certain funds on Nasdaq Copenhagen has been lifted, allowing trading to resume on May 2 [1] Group 1: Fund Information - The following funds and their respective share classes will resume trading: SKAGEN Focus A, SKAGEN Global A, SKAGEN Kon-Tiki A, SKAGEN m2 A, SKAGEN Vekst A, Storebrand Indeks – Alle Markeder A5, Storebrand Indeks – Nye Markeder A5, Storebrand Global Plus A5, Storebrand Global Solutions A5, Storebrand Global Multifactor A5 [1] - Each fund is identified by its symbol and ISIN, ensuring clarity for investors [1] Group 2: Company Overview - Storebrand is Norway's largest private asset manager with assets under management (AuM) of approximately DKK 900 billion [1] - The company is a leading Nordic provider of sustainable pensions and savings, with over 30 years of experience in ESG investing [1] - Storebrand offers a multi-boutique platform in Denmark, delivering sustainable investment solutions through various brands including Storebrand Funds and SKAGEN Funds [1]