contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Evli is an asset management company. The group offers a range of financial services related to asset management and loan financing. Its customers include both private savers and larger corporate customers, with the largest activity in asset management. In addition to its core business, it also offers various ancillary services within fund operations. Evli has its headquarters in Helsinki.

The same thing was revealed on Evli’s ownership list as in other smaller Helsinki firms!  Säästöpankki Itämeri has continued its heavy sales also in March, and it’s clear that this has capped the upside potential. Based on the fund’s comments, the issue is not a loss of faith in Evli, but rather a strategic change to move from stock-picking based on conviction to a more market-aligned approach (read: sell small caps, buy index names).                   Evli              Osakkeenomistajat    Evli Oyj:n suurimmat osakkeenomistajat ja omistusjakauma sekä johdon omistukset

Here’s this article, also to be posted in the Evli thread                   Inderes              Korkojen nousun vaikutukset varainhoitajiin: Ketkä voittavat ja ketkä...    Korkojen nousun vaikutukset vaihtelevat merkittävästi yhtiökohtaisesti. Suurimmat voittajat ovat korkovarainhoitajat.                             Company-specific Differences Significant Of the listed asset managers we follow, Evli and Mandatum benefit most clearly from rising interest rates. Both specialize particularly in fixed income investments, and both have seen excellent sales in fixed income products in recent years.

Last night, I looked at the ownership list, and there was the culprit for the share price drop.  Säästöpankki Itämeri has been selling off shares quite heavily, and such a sell-off is certainly noticeable in a less traded stock.  There’s been more discussion about this fund’s small/mid cap dumping in other threads (e.g., Easor and Admicom).

For some strange reason, the market decided that Evli’s value is now 20% lower than it was 2 months ago  The business has been moving in a good direction and the impact of the current market turmoil will remain small, at least on the current scale. The report’s title tells everything essential about my view                    Inderes              Evli: Kättä alle - Inderes    Reipas kurssilasku on parantanut osakkeen tuotto-/riskisuhdetta merkittävästi. Markkinaheilunnasta huolimatta näkyvät säilyvät vahvoina.

Evli continued its excellent performance, and net inflows once again reached nearly EUR 200 million. Sales were primarily driven by fixed-income products, and the distribution of new sales was neutral. Over the last 12 months, net inflows have already exceeded the EUR 2 billion mark, which is an impressive level in both absolute and relative terms. We note that a significant portion of the net inflows over the last 12 months is explained by new Enhanced Index products, into which the company has transferred assets previously held in ETFs within asset management (Enhanced product sales ~EUR 1.3 billion). Consequently, this does not represent new capital, but the fee level for the company’s own Enhanced products is significantly higher than for ETFs, which has a clear positive impact on fee income.                   Inderes              Kotimainen rahastomyynti jatkoi hyvää vetoa helmikuussa - Inderes    Kotimaisiin sijoitusrahastoihin tehtiin helmikuussa nettomerkintöjä lähes kahdella miljardilla eurolla.

The final closing of the Evli PE IV fund was completed at 184 MEUR. The fund had ~160m in capital in Q4. That record level of over 180 MEUR is a really good performance, considering the general challenges with alternatives. The same applies to Evli’s other alternatives, and the company was able to swim against the tide well during 2025. In my understanding, this is explained by the fact that the role of alternatives in Evli’s client portfolios did not grow excessively high during the previous upcycle, which is why sales haven’t plummeted in the same way as with many peers. We discussed this topic with Maunu in the Q4 interview: Evli Q4’25: Hyvistä asemista vuoteen 2026 - Inderes EDIT: indeed, this product is fully comparable with eQ’s PE funds and CapMan’s PE investment programs ( CapMan Wealthin vuosittainen ohjelma keräsi 120 miljoonaa dollaria uutta pääomaa - CapMan ).

Not at all comparable; this is a fund of funds, meaning it doesn’t invest directly in companies but in other private equity funds. It is comparable to eQ’s equivalent, which I recall being in the same size range.

Evli

Evli’s Q4 report was very strong and exceeded our expectations clearly. However, with the market weakening, we have lowered our profit forecasts and expect the company's earnings to turn down...

<p>Evli’s Q4 report was very strong and exceeded our expectations clearly. However, with the market weakening, we have lowered our profit forecasts and expect the company's earnings to turn down in 2022 after a fierce 2021 result. </p> 

	2021	22e	23e
Revenue	115.6	102.5	107.3
growth-%	44.9 %	-11.3 %	4.6 %
EBIT (adj.)	53.0	42.9	47.1
EBIT-% (adj.)	45.9 %	41.8 %	43.9 %
EPS (adj.)	1.50	1.27	1.37
Dividend	1.06	2.35	1.80
Dividend %		10.0 %	7.6 %
P/E (adj.)	-	18.6	17.3
EV/EBITDA	-	11.1	10.6

Evli: Record year wrapped up with a fierce result

Key Estimate Figures2022-01-25

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