Following the completion of the first quarterly analysis, Polaris Equity Research has initiated an active position in AAK AB. A position representing 10% of the portfolio was established on 18 March 2026 at a price of SEK 236 per share.
This is the first deviation from the core index holding since the portfolio was launched on 12 March 2026. As outlined in the portfolio methodology, active positions are only initiated following a completed fundamental analysis producing a clearly articulated investment thesis and a meaningful margin of safety relative to estimated intrinsic value.
Position sizing rationale
The position size of 10% reflects the portfolio methodology's position sizing matrix. With analytical experience at an early stage — this being the first completed analysis — and medium conviction, a 10% position is consistent with the established framework.
Current portfolio
89% XACT Svenska Småbolag (ISIN SE0001056045)
10% AAK AB (ISIN SE0011337708)
1% Cash
The full investment report for AAK AB will be published shortly.
Nothing in this update constitutes investment advice. All content is published for educational purposes by a private individual.