About Us.

About​ Us

Fortis Mutual Funds SCC Ltd is licenced and regulated by the Financial Services Authority of St. Vincent and the Grenadines.

Our team of experienced professionals brings together decades of investment expertise, comprising seasoned portfolio managers, analysts, and client service specialists dedicated to your financial success.

Our Mission

Our mission is to deliver consistent, long-term value to our investors through disciplined investment strategies and exceptional client service.

Here for You​​ 24/7

Our dedicated team of professionals is always available to address your concerns, answer your questions, and help you navigate your investment journey with confidence.

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Key Players.

Morten Groven
Senior Director & Portfolio Manager

Morten is a Norwegian asset manager with over 30 years of experience in global financial markets with a focus on the European and Scandinavian markets. He has over a decade of experience in trading and managing equities as a portfolio manager, with a broad and in-depth knowledge of the financial markets, ranging from trading equities and derivatives, through to venture capital formation and advisement on large company transactions and initial public offerings. His extensive and diverse experience as a portfolio manager has resulted in a widespread contact base that extends beyond Scandinavia and Europe. Morten’s skill set is not limited to equities and asset management and vocationally provides expertise in all aspects of capital management and insight into emerging markets. Morten has made it his mandate as an investment manager to seek out and promote socially responsible investing and sustainable technologies. The companies and industries Morten has invested in as a Manager, have required high ethical standards and solid corporate governance as their goals. His long term ambition is to make sustainable investments that leave a positive global impact. Over the last decade, Morten has been actively seeking investments that emphasise preservation of global climate conditions, have direct positive impact on health, or better living conditions throughout the world. He has been a long term supporter and participant of different environmental group projects in Norway.​

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Robert E. Busch, MBA
Senior Advisor

40+ years’ experience from senior management/leadership and entrepreneurial roles within automotive, telecom, and publishing industries.  From 2006 focused on renewable energy fuels and technologies trading and technology development through BioJoule Solutions.  International experience from Ukraine, USA, Scandinavia, and Russia (1990s). 
 
Since 2022 managing RAS (Recirculating Aquaculture System) start-up in Norway, as well as several board directorships.
 
MBA (International Trade and Finance), University of Denver, Denver, Colorado, USA (1982).

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Partners & Counterparties.

Investment Manager

X-Gen Investment Management Ltd combines a wealth of experience and expertise to provide the highest quality of investment management services to the fund sector. The company specialises in alternatives alongside conventional asset classes, leveraging its deep proprietary knowledge and diligent analytical team. X-Gen Investment Management Ltd strives for excellence within highly competitive and complex financial markets.

Administration

Fund Administrators of St. Vincent and the Grenadines (FASVG) is licensed by the Financial Services Authority of St. Vincent and the Grenadines. FASVG’s team is comprised of experienced and dependable experts with thorough knowledge of the financial services environment. They have combined experience in supporting both investment managers and private clients.

Expecting the same level of expertise from its international Partners, FASVG aligns itself with individuals and companies who are steadfast in upholding reputation, confidentiality, and maintaining the same high-level of professionalism and accountability.

Marketing & Distribution

AMI Financial Products Ltd are an international distribution group with a network of financial advisor, family office and corporate clients across the world. With offices in the UK, the business development team support our fund range globally.

Legal Advisor

Dentons is a decentralised multinational law firm ranked by Acritas as one of the world’s top 20 Global Elite law firms. It is the 8th-largest law firm in the world by revenue and the world’s largest law firm by number of lawyers.

Custodian

The Canadian Imperial Bank of Commerce (French: Banque Canadienne Impériale de Commerce), commonly referred to as CIBC, is one of the Big Five banks in Canada. The bank is headquartered at Commerce Court in Toronto, Ontario. 

The Canadian Imperial Bank of Commerce was formed through the June 1, 1961, merger of the Canadian Bank of Commerce (founded 1867) and the Imperial Bank of Canada (founded 1873), the largest merger between chartered banks in Canadian history.