The Man Behind the Best-Run Swedish Fund Reveals His Top Picks
- Norron Active fund sees scope for industrials to rise further
- The fund, managed by Gustaf Sjogren, has outperformed peers
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The man running the best-performing Swedish stock fund says he expects to continue doing better than his peers by betting on manufacturers.
Gustaf Sjogren, who manages the Norron Active fund (one of five in the $1.5 billion Norron Asset Management group) says names like Atlas Copco AB, Volvo AB and Trelleborg AB are the best bets given their potential to benefit from an economic upswing.