Performance matters – this is our strength
The aim of portfolio management is to grow capital with moderate risk through economic cycles. In order to achieve the best long-term results, we manage investment portfolios actively, taking risks when prices are low and reducing risks when prices are high.
Personal approach
Everyone is different. In order to achieve your investment goals, we determine your objectives and risk tolerance. We offer various strategies to make sure we find an investment portfolio suitable for your needs.
Appropriate strategy
We choose an investment strategy with appropriate asset allocation for you and build an investment portfolio mostly with single securities. We do not forcefully put your money to work, but instead wait for the right moment on the financial markets. We do not charge a management fee on money that is not yet invested.
Transparent reporting
In addition to market overviews, we send you monthly overviews of your investments together with the results. We offer transparent reporting and keep you up to date with what is happening on the markets.
Active management
We regularly monitor portfolio investments as well as developments on financial markets and adjust positions on the basis of the long-term prospects.
We manage investment portfolios actively, taking risks when prices are low on financial markets and reducing risks when prices are high.
Why to choose LHV portfolio management?
It does not matter whether you are looking to protect your assets from inflation or instead focusing on capital growth – we have helped to grow our clients’ assets efficiently in different economic environments.
For us, investment starts from avoiding long-term capital losses, as that allows us to offer sustainable returns. We have managed to preserve our clients’ capital in hard times and grow it in good times.
We find the best investment opportunities when we monitor long-term changes in society, including in the economy and technology. We choose investments to our clients’ portfolios which have a clear focus on long-term trends.
We adapt quickly in the midst of big changes. Changes create opportunities and we are quick to take advantage of them.
There are better times and worse times during investing. We manage portfolios actively: we take risks when prices are low on financial markets and reduce risks when prices rise.
We pick attractively priced single securities to our clients’ portfolios. We actively work towards avoiding the hottest assets in every economic cycle, as by investing in those, there is a risk of losing substantially.
LHV’s investment portfolios are liquid and diversified across different asset classes. That way, we hedge risks associated with investing.
LHV has Estonia’s largest local investment team that is looking for the best investment opportunities in different asset classes. We actively monitor investment opportunities in the Baltic region, in enterprises we are acquainted with in the Nordic countries, and on major stock exchanges.
We are transparent in our communication and keep you up to date with what is happening in your portfolio and on the markets. You can see your portfolio in real-time in the Internet bank and receive a detailed report on results together with a market overview once a month. At regular seminars, we present thorough overviews of our individual investments and the main trends in asset classes.
Investment selection
Monitoring the economic environment
We actively monitor the macro-environment, the economic cycle and market psychology, and adjust positions accordingly – we use the changing environment for finding new opportunities.
Theme based approach
We look at structurally growing long-term trends, as structural trends always come back stronger from short-term market fluctuations.
Thoroughly analysed single investments
Upon selecting investments, we look within trends, analysing the value chain and finding an investment that has the most suitable risk-return ratio for us – portfolios focus on single shares and bonds.
Portfolio management investment strategies
Investment overviews and reports
Selection of portolio management monthly reviews
Presentations, articles, podcasts
- LHV portfolio management, precious metals provided protection during difficult times (in Estonian)
- LHV Portfolio Management: inflationary pressures are not temporary (in Estonian)
- "Intelligent Investor" book review (in Estonian)
- Coronavirus in the economy and markets (in Estonian)
- How to achieve decent long-term performance? (in Estonian)
- Investing during Corona times (in Estonian)
- LHV Portfolio Management (in Estonian)
Team

Kaius Kiivramees
Portfolio Manager

Mikk Taras
Portfolio Manager
Contact
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A prerequisite for becoming a portfolio management client is an investment in the amount of at least 100,000 EUR.
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