Open-end Strategies

Value creating asset management

Coeli is an active asset manager with a focus on concentrated portfolios with clear positions and high performing Portfolio managers and management teams.

We attract exceptional teams and Portfolio managers with our partnership model. The model is based on joint venture partnership, which secures long-term shared incentives with investors.

Coeli’s funds

At present, the Coeli Group manages 19 funds with different investment strategies. Below is an overview of the funds availability in the jurisdiction in which you have indicated that you are domiciled or have a registered office.

For more information contacts us at info@coeli.se.

Equity strategies

American impact strategy - micro and small cap

Global impact strategy - micro and small cap

Global small cap strategy

Global large cap strategy

European small and midcap strategy

Frontier market strategy

Fixed income strategies

Frontier market strategy

Nordic corporate bonds strategy

Nordic investment grade strategy

Multi Asset

Global multi asset strategy

Hedge strategies

Global equity long/short strategy

Renewable equity long/short strategy

Sustainability

The key factors to our investment strategy consists of thourough analysis, opportunity identification, risk management and a holistic approach.

Read more about sustainability in our investments and fund management.

Our Portfolio Management teams

Coeli aims to deliver long-term, sustainable and competitive returns through active portfolio management, clear positions, and efficient portfolio optimization. We have experts within all asset classes with extensive experience in managing capital.

Contact us

Our goal is to provide distributors and partners with the industry’s best service and updates.

Carl Berg		Viktor Klint		Erik Linder
Head of Fund Sales Institutional & Wholesale Distribution		Senior Sales Manager, Institutional Clients		Investor Relations
+46 706 342 043 carl.berg@coeli.se		+46 72-402 08 84 viktor.klint@coeli.se		+46 73-022 23 14 erik.linder@coeli.se

Experienced Portfolio managers

Partnership with the right incentives

Coeli employs a partnership model, established in 2014 when we launched our first partner-owned fund.

Through the partnership model, Portfolio managers own a large share of their fund. This ensures shared incentives between Portfolio managers and investors, which is to generate high long-term returns.

We attract Portfolio managers with strong track records of generating returns and ability to outperform the market.

Read about some of our partnerships by navigating the arrows.

Equities within the Frontier Markets

The Frontier Markets team consist of James Bannan and Hans-Henrik Skov.

Having managed listed equities in global Frontier Markets since May 2007, Hans-Henrik Skov has one of the longest experiences in this investment universe.

James Bannan has been investing in Frontier Market since 2006, including as co-lead at BankInvest’s global Frontier Markets listed equities funds from May 2011.

In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.

Focus on European equities

Portfolio manager Mikael Peterson has more than 25 years in the industry and a solid track reckord.

Peterson's team focus on undervalued and misunderstood small and midcap companies within Europe. The team focus on long term value creation and fundamental analysis.

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.

Open-end strategies