Getting to know CARN

If you would like to inquire more information about CARN Latitude (Long short), please contact CARN Investor Relations at email ir@carncapital.com

For existing investors, please find link below to our investment portal.

Annual Investment Report

At CARN we want to excel at two things – fundamental equity analysis and sustainability. These two pillars are at the core of our investment strategy and portfolio management activities. We have therefore chosen to produce an annual investment report, covering sustainability characteristics of our investments. The ambition of the report is to further familiarize our investors with the why and the how of our investment process from a sustainability point of view. You can find our 2023 Investment Report here.

Historical performance

CARN Capital deploys a fundamental equity strategy investing in quality companies in the Nordic region. CARN manages one fund, CARN Latitude, with a concentrated portfolio and long-term holdings. Historically, CARN Latitude has had a lower risk than the general equity market.

Historical Performance CARN Latitude

CARN Latitude 10.2% 24.8% 10.3% 131.7%
VINX Nordic NOK 12.0% 16.4% 11.6% 156.9%
Nordic Equity Hedge (NHX) 8.9% 14.6% 5.1% 53.2%

Numbers are net of all fees.

Numbers are net of all fees.

The track record is a combination of the equity strategy of CARN from November 2015 to November 2016 and the CARN Long Short Fund (OPA3) established November 2016. During the first period the strategy was run as a discretionary portfolio. In November 2016 the capital was consolidated into a UCITS fund. Past performance is not necessarily indicative of future results and you may not retrieve your original investment. CARN Long Short changed name to CARN Latitude November 2020.

Key Investor Information Document (KIID)

The Key investor information documents are specific to the different share classes of the fund. These differ due to e.g. different fee structures, and have different restrictions in terms of who may invest in them. Please contact us for more information.

CARN Latitude - NOK-R-OPA3 Norwegian|English
CARN Latitude - NOK-R-A1 Norwegian| English
CARN Latitude - NOK-R-OPA1 Norwegian| English

SEB Prime Solutions Prospectus

Summary of Investor Rights

Best Execution Policy

Feedback and complaints

We welcome any and all feedback you may have for us. If you have ideas for improvements we should make, or you would like to file a complaint, please reach out to us by sending an email to ir@carncapital.com. Please see below for our policy and more information on how we process complaints.

CARN's Policy for Complaints: Norwegian | English