by Emma Björklund | Jan 16, 2020 | Portfolio manager comments - Coeli Global Select
Return to Fund page 16 / 01 / 20 Print What a good end to the year! In big picture terms we had a particularly good 2019, with the fund up 33 percent during the year, which was 4 percent better than our benchmark index. The fund’s strategy is to own the world’s best...by Emma Björklund | Dec 10, 2019 | Portfolio manager comments - Coeli Global Select
Return to Fund page 10 / 12 / 19 Print November was a solid month and the fund’s value rose by 5.7 percent, beating our benchmark index by 2.1 percent. Our assessment is that the fund is well-allocated in the market – it is moving upwards when the stock market rises...by Emma Björklund | Nov 14, 2019 | Portfolio manager comments - Coeli Global Select
Return to Fund page 14 / 11 / 19 Print We’ll start this newsletter by congratulating all of you who have been invested in this fund since its inception five years ago – your money has now doubled in value! The NAV rate (SEK institutional share class) was in excess of...by Emma Björklund | Oct 15, 2019 | Portfolio manager comments - Coeli Global Select
Return to Fund page 15 / 10 / 19 Print September was an intense month for us with many company meetings across the globe, everywhere from New York to Istanbul and Paris, but also with quite a number of corporate events for our portfolio companies. Over the course of...by Emma Björklund | Sep 9, 2019 | Portfolio manager comments - Coeli Global Select
Return to Fund page 09 / 09 / 19 Print August was a month of contrasts during which we held shares that rose sharply, such as US construction company GMS (our holding is up in value by more than 60 percent in six months) but also stocks that saw a relatively worse...by Emma Björklund | Aug 8, 2019 | Portfolio manager comments - Coeli Global Select
Return to Fund page 08 / 08 / 19 Print July proved a good month for our fund, which rose in value by 2.7 percent (share class R EUR). This was 0.3 percentage points better than our benchmark. Positive news included a continued robust increase in our Brazilian holding...
Alexander Wahlman is Senior Analyst for the funds Coeli Likviditetstrategi and Coeli Nordic Corporate Bond Fund. Before Coeli, Alexander worked at Danske Bank with business funding and och business analysis.
Gustav has more than 10 years’ experience from the financial industry from various roles within asset management and corporate banking. Prior to joining Coeli in 2008 he worked as a real estate finance analyst at Royal Bank of Scotland, Nordic Branch.
Henrik Milton has extensive experience from analyzing equity and portfolio management. Previously, Henrik has worked as portfolio manager at Capinordic Asset Management responsible for the Global Opportunities fund and the BRICA fund until 2010. Both of the funds were given top ratings (five stars) by Morningstar.
Andreas has long experience of equity research and investments and invested globally during his time with Capital Group in London, but his formative years as an investor dates back to his days with ABB’s M&A department in China. Andreas is a CFA Charterholder.
James Bannan has been investing in Frontier Markets for over 10 years, including as co-lead at BankInvest’s global Frontier Markets listed equities funds from May 2011. Prior to that James lived in Ho Chi Minh City, Vietnam for 5 years, working for BankInvest’s Private Equity New Markets funds, which was rated as the best performing fund in Asia with 2006 – 2010 vintage by Prequin, generating returns of over 50%. Before his time in Vietnam, he worked with M&A at KPMG in Sydney and Copenhagen, where he completed several deals in several in Frontier Markets. In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.
Having managed listed equities in global Frontier Markets since May 2007, Hans-Henrik Skov has one of the longest experiences in this investment universe. He was at BankInvest Asset Management from May 2007 to February 2014, as co-lead on BankInvest’s Frontier Markets listed equities funds. Hans-Henrik previously worked at Barclays Capital and at JP Morgan, both in London. In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.
Namik Immelbäck is portfolio manager of Coeli Altrua Macro and responsible for investment strategy and research. Over the last 12 years Namik has held various roles as economist, investment strategist and trader at well-known global macro hedge funds such as Comac Capital, Tudor and Millennium in London and New York.
Mikael Petersson is the responsible portfolio manager for Coeli Absolute European Equity and has many years of experience in portfolio management. Mikael has been an employee for some of the most successful hedgefund coorporations in Europe, such as Lansdowne Partners and Kairos Investment Management in London. He has also started his own business i Zug, where Coeli previously was an investor.
Erik is responsible for Coeli Asset Management Solutions products and has 10 years of experience from asset management in roles such as Portfolio Manager, manager selector and economist.
Joel Etzler is Portfolio Manager and Founder of the Coeli Energy Transition fund and has more than 13 years in the industry, with investment experience from both the public and private equity side. Etzler joined Kalvoy at Horizon Asset in London in 2012 and spent five years before that within Private Equity at Morgan Stanley. Etzler started his investment career within the technology sector at Swedbank Robur in Stockholm, 2006.
Vidar Kalvoy is the lead Portfolio Manager and Founder of Coeli Energy Transition. He has more than 20 years’ experience from portfolio management and equity research. For nine years, he was responsible for the energy investments at Horizon Asset in London, a market neutral hedge fund. Kalvoy also has experience from energy investments at another hedge fund in London and equity research within the technology sector in Frankfurt and Oslo.
Stefan Åsbrink is the lead Portfolio Manager and Founder of Coeli Multi Asset. He has more than 20 years’ experience from portfolio management and 15 years as Head of Asset Management and CIO. Before Coeli Stefan had Manager of Hedge fund mandates and Global Cross Asset Allocation mandates at major Nordic firms such as SEB, Skandia and DNB. Stefan has a Bachelor in Financial Economics and Econometrics from Uppsala University, PhL. (half PhD) in Dynamic Macro/Top Down Analysis from Uppsala Universty and a PhD in Option valuation, Portfolio optimization and Risk control from Stockholm School of Economics.