Recent Buy: Sampo Plc (A)

Addition to my ever growing Sampo position with a purchase of 30 shares forĀ 43,10 EUR per share. Nothing has really changed lately and the investment thesis is intact. Exceptionally well managed and investor friendly company which always tends to trade with a premium. Rightfully so I might add. This purchase was actually done marginally above my buy range but no point counting pennies at this point. There’s a chance that the management is cooking up something new either with Nordea position they hold or with IF & Topdanmark insurance side. Relatively high Nordea exposure is the only downside so I might have to consider trimming some of it at some point. Don’t see a real point in that with the current valuations though. Nordea trading in the neighbourhood of 13 EUR per share would make it harder to avoid such ideas.