AI rotation and oil shock
New attacks in the Strait of Hormuz set the tone in July, while a marked AI rotation and a divided U.S. central bank also helped shape equity markets.
A momentum-based approach – like the queen on the chessboard
Delphi’s origins trace back to the mid-1980s, when the company started as a provider of analysis, data processing, and market information on publicly listed companies.
The business gradually evolved from delivering stock market data and single-stock advisory services to full equity and fund management. In 1995, the acquisition of the equity funds Trend International and Trend Norge led to the establishment of Delphi Fondsforvaltning as a dedicated fund manager.
Since 2000, Delphi Fondsforvaltning has been part of the Storebrand Group, providing the backing of a strong long-term owner and access to robust systems for settlement and administration.
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