The Asilo Argo fund
The Asilo Argo fund invests globally in companies that have long-term potential to become category winners.
The fund is not restricted in terms of company size, industry or geographical area. The focus is on identifying the time for strong growth in the company’s life cycle.
We invest with high conviction and restrict the amount of portfolio companies to max 20.
The fund is suitable for investors who are looking for above average returns and are willing to accept a higher risk. Due to our high conviction strategy, the Asilo Argo fund is recommended for investors who are in it for the long run, typically a minimum of five years.
Fund progress
The performance of the fund is based on the I-series
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Our investment philosophy
There are no straight forward solutions in an increasingly complex and uncertain world.
At Asilo, we approach investing as intellectual unstructured problems that require a combination of numerical data and human insights for optimal decision-making.
We believe in active commitment and focus, and invest in 10-20 companies globally with a substantial long-term growth potential. This focus allows us to devote a considerable amount of time to continuously monitor the companies, business environments, strategy & leadership, life cycles, supply chains, and relevant secular trends.
We use economic added value as the starting point and firmly believe a cross-disciplinary approach together with an unprejudiced mindset help us identify the best investment opportunities.