Investor Summary

Andreas Aaen founded Symmetry Invest A/S in March 2013 after working at BDO, growing the firm from a one-person operation to a team of 6-7 professionals. Aaen demonstrates significant skin in the game with 40% of capital from himself, family, and close associates. Henrik Abrahamson joined as portfolio manager in August 2020, bringing experience from iGaming and professional poker sectors. The team has successfully grown AUM from DKK 85.5 million in 2019 to over DKK 1 billion by 2025 while maintaining strong performance metrics.

Read More

Fund Strategy

Value investing philosophy inspired by Warren Buffett and Charlie Munger, focusing on founder-led companies with high returns on capital and attractive reinvestment opportunities. The fund seeks companies capable of achieving returns of 15 percent or more on reinvested capital and prefers reinvestment over dividends when such opportunities exist. They maintain a long-term investment horizon with several positions held since the company's founding, fostering strong relationships with portfolio company management teams. The fund will never be an 'activist' investor; if management disappoints, shares are sold rather than attempting to change management.

Read More

FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
17.80% - 15.60%