Coeli Circulus
Invest in the World´s Largets Purchase Order:
Small Companies with Big Significance
If we are going to solve the world’s sustainability challenges, we need to rethink. Through Coeli Circulus, you invest wholeheartedly in micro- and small companies around the world that contribute to achieving the global goals for sustainable development. You are participating in one of the greatest journeys of modern times. Offering you the opportunity for both financial wealth and planetary health.
On LinkedIn you will find our blog where you can follow us on the journey towards a better world.
BlueMark
Coeli Circulus is the first Nordic impact equity fund to be verified by BlueMark.
Why Invest in the Fund?
- Coeli Circulus is a unique impact fund that invests in the world’s largest purchase order.
- Your money is invested in companies that make a real difference. Additionally, as fund managers, we work to help these companies grow and make an even greater impact.
- As a team, we have over two decades of experience working with micro- and small companies around the world. We are aided by a unique AI model and an experienced advisory board.
The World’s Largest Purchase Order
Consumers, businesses, and politicians are pushing to solve the sustainability challenges we face, which will require massive investments over the next few decades. According to the UN’s estimates, we need to invest $5-7 trillion annually to meet the 17 goals of the 2030 Agenda. We are convinced that this is where the strongest structural growth will be found in the coming decades. When we combine this growth with small solution-oriented companies that have good profitability and attractive valuations, it creates the opportunity for good returns over many, many years.
Impact = Making a Real Difference
We have full focus on micro- and small companies where it is easier to build a relationship and work closely with the companies.
- We help companies grow by providing capital through new share issues, which is absolutely critical for many smaller companies to be able to scale up their production.
- We provide advice and technical expertise on sustainability issues and set clear demands on the companies.
To support this, we have had BlueMark – a leading independent verifier of impact mandates – review our investment process. We received a very good rating that confirms our approach and can be read in full here. The fund has also received the Nordic Swan Ecolabel.
How Do We Find all These Exciting Companies?
To assist us, we have a unique AI tool that helps us identify the companies in our global universe that have solutions to sustainability challenges. Out of the approximately 40,000 companies we track globally, the tool identifies around 2,000 companies that are interesting to explore further. The next step is our fundamental analysis, where the focus is on financial metrics. Once we have filtered out the most exciting gems, we go out to meet the companies and gain our own understanding of their leadership and products. Meeting companies in the field and not just in conference rooms in big cities is an important part of understanding what they actually do. The work then results in a portfolio of about 50 solution companies.
Fundmanagers
Read more about
Christofer
Christofer Halldin
Fundmanager Coeli Circulus
Christofer Halldin
Fundmanager Coeli Circulus
Christofer has been managing Coeli Circulus since its inception in August 2022. Prior to this, he worked as the head of active equity and fixed income management at Handelsbanken Fonder. There, he was instrumental in developing Handelsbanken Fonder into one of Sweden’s most successful equity and fixed income managers during the late 2010s. Handelsbanken Fonder had the largest net inflows on the Swedish fund market for several consecutive years during that time. Additionally, Handelsbanken Fonder was named both the Fund Manager of the Year and the Sustainable Fund Manager of the Year by various actors, including Prospera, Privata Affärer, Söderberg & Partner, and Länsförsäkringar. Prior to being appointed head of active management, Christofer managed various global mandates for several years. He also worked as a fund manager in the United States for seven years, from 2007 to 2013, managing both the America, Brazil, and Latin America funds at Handelsbanken Fonder.
Contact: christofer.halldin@coeli.se
Read more about
Joakim
Joakim By
Fundmanager Coeli Circulus
Joakim By
Fundmanager Coeli Circulus
Joakim has been managing Coeli Circulus since its inception in August 2022. Prior to this, he worked as a fund manager for Amerika Småbolag Tema at Handelsbanken Fonder. He managed America Small Caps from 2015 and won several awards for the fund’s good returns, which also grew significantly during his tenure as fund manager. When Joakim left the fund in early 2022, it had over SEK 20 billion in assets under management. Before managing Amerika Småbolag Tema, he was responsible for managing the broader fund Amerika Tema from 2013-2017 and the global fund Global Tema from 2009-2013 at Handelsbanken Fonder.
Contact: joakim.by@coeli.se
Read more about
Simon
Simon Park
Fundmanager Coeli Circulus
Simon Park
Fundmanager Coeli Circulus
Simon has been managing Coeli Circulus since its inception in August 2022. Prior to this, he worked as a sustainability analyst at Handelsbanken Fonder. Between 2018 and 2022, he contributed to the development of the fund company’s sustainability efforts, with responsibility for increasing measurability to create value in the investment process. In 2021, Simon was named one of “33 under 33: Shaping the Future of Sustainability” by Aktuell Hållbarhet. He also has experience from programs at some of the leading institutions globally in the sustainability field, such as circular economy with the Ellen MacArthur Foundation and climate science at the Smith School of Enterprise and the Environment, University of Oxford.
Contact: simon.park@coeli.se
BlueMark
BlueMark är en ledande oberoende verifierare av impact-fonder. BlueMark är ett dotterbolag till Tideline Advisors, LLC, ett specialiserat konsultföretag som arbetar med kapitalförvaltare och kapitalägare för att designa och implmentera impact-strategier.
För mer information om BlueMark och verifieringsprocessen: bluemarktideline.com/about
Nordic Swan Ecolabel Equity Fund
Coeli Circulus has received the Nordic Swan Ecolabel. The label makes it easier for you as a customer to quickly know that the fund is a good choice from a sustainability point of view.
For more information: svanen.se/en/funds/save-in-funds
