Our strategy
Symmetry invests in small- and mid-cap stocks, primarily in Europe and the US — both long and short. We've chosen this segment because it's under-analysed: institutional investors can rarely take positions of the size they need, and research coverage is limited. That means companies are more often mispriced — creating opportunities for those willing to dig deeper.
Our goal is to deliver the highest possible growth in NAV per unit. We concentrate capital in a limited number of thoroughly-researched ideas and continuously exit positions where the potential has played out.
Our selection process
Investment ideas are screened systematically using our own tools and checklists. If we find a case interesting, it goes through a thorough fundamental analysis: financial statements, key figures, business model and competitive position. We draw on conference calls and public sources — but what sets us apart is the conversations with former employees, suppliers and customers. That's where we build insight that goes beyond what anyone can read up on.
For an investment to find its way into the portfolio, we require an in-depth understanding of the company and a clear view of where it's heading in the coming years. We assess management's ability and credibility, the company's competitive position, normalised earnings across a full business cycle, and long-term growth and capital use.
We invest with a long-term perspective and don't let temporary price swings sway us — as long as a company keeps delivering on the fundamentals, we hold our conviction.
If an idea meets all our criteria and the company trades at an attractive discount to its true value, it can earn a place in the portfolio. Otherwise it stays on our watch list — ready to move up if the market one day offers it to us at the right price.
An example of our research can be read here:
Read the CTT reportHistory and results
Founded 2013
Originally Symmetry Invest A/S. Converted to a fund (Kapitalforening) under Wealth Invest in March 2023.
+516% accumulated
Since inception. Approximately ~15% average annual return, net of all fees. Last reported 2026-09-22.
795 M DKK AUM
Across 335 active unit-holders. Last reported 2026-09-22.
The team
Run by a small, focused team of analysts with deep experience in fundamental analysis.
Andreas Aaen
Founder and CEO
Andreas er fondens CEO og har derfor det overordnede operationelle og finansielle ansvar. Andreas er også ansvarlig for investeringerne og deltager aktivt i research af investeringscases. Andreas er stifter af Symmetry Invest A/S, har en baggrund som revisor med flere års erfaring samt er uddannet cand.merc.aud. fra Aalborg Universitet.
Henrik Abrahamsson
Portfolio manager, partner
Henrik er som porteføjlemanager en del af investeringsteamet hos Symmetry og er bl.a. ansvarlig for egen portefølje. Derudover assisterer Henrik med research af nye og eksisterende investeringer. Henrik startede hos Symmetry i Juni 2020 og kommer med en baggrund som oddscompiler og head trader.
Kim Hoberg Nielsen
Head of Client Relations, partner
Kim har primært fokus på at opbygge og vedligeholde relationer til vores investorer (nye og eksisterende) i tæt samarbejde med CEO og CFO. Kim er ansat hos Symmetry i Maj 2022 og kommer med flere års erfaring som Formuerådgiver fra både bankverdenen og andre kapitalforvaltere.
Michael Hougaard Sølvkjær
Head of Finance and Administration
Michael er Head of Finance and Administration og varetager alle fondens administrative opgaver, herunder bogføring, rapportering til investorer, betalinger, optimering af interne processer samt øvrige administrative opgaver. Michael er ansat hos Symmetry i Juni 2025, har en baggrund som revisor i lang årrække og er uddannet cand.merc.aud. fra Aalborg Universitet.
Board of Directors
Symmetry Invest's board — independent governance over the management.
Søren Hampen Kristensen
Chairman of the board
Søren er direktør for TST ApS og var medstifter af et af Skandinaviens største sportsaffiliates, der blev solgt til Better Collective A/S. Søren sidder i flere bestyrelser og er investor i en række virksomheder.
Casper Rasmussen
Board member
Casper er direktør for International Wind Energy ApS, Green Power Invest ApS samt en række selskaber i Tyskland indenfor vedvarende energi. Casper var tidlig seed investor i Symmetry og har erfaring fra lignende cases.
Lars Ole Kornum
Board member
Lars Ole er ejer og direktør for Scanventure A/S og kommer med erfaring fra McKinsey, Boarding, Egmont og Teknologisk Institut. Lars Ole er derudover bestyrelsesmedlem i SOS Børnebyerne.
Troels Bisgaard Vig
Board member
Troels er CEO i Better Holding A/S og besidder derudover en række øvrige bestyrelsesposter af forskellig karakter. Troels har tidligere arbejdet som direktør i IBM Danmark.