Coeli Private Equity

Diversified portfolio of Private Equity funds

Coeli Private Equity is a way of reaching an attractive market that is otherwise closed to most investors. Through our long-standing experience of Private Equity investments and our extensive network, we have managed to create an opportunity that gives investors a means of investing in a diversified portfolio of Private Equity funds within the Nordic Buy-out segment.

What is Private Equity

Private equity is investments in stocks not publicly traded on a stock exchange, in comparison with public equity. By investing in both capital and knowledge, the value of the companies increases.

The buyout segment means investments in more mature companies, often with a positive cash flow. Coeli Private Equity operates in this specific segment.

The buyout segment

The buyout segment within private equity was introduced in the Nordic countries during the 80s. Since then, private equity has grown to a highly developed industry. The Nordic private equity market is flourishing as many companies has liquid assets, are well managed and are low valued from an international perspective.

Contributes well in an investment portfolio

The asset private equity contributes well in a long term investment portfolio. This is due to the return on investment and risk, a small correlation to the stock market, and is robust in nature when the market slows down. The management company identifies and invests in non public companies, develop these through active ownership that creates value, and then divest the company.

Companies with potential

The aim with private equity is to buy companies with potential, actively contribute to the growth and development through providing capital and management expertise, and then sell with profit. Usually, private investors do not have access to the private equity market as the entry barriers are high with requirements on professional partners, large amount of investments and heavy administration. We wanted to change that. We wanted to give private investors the possibility as well.

Investment process

Through our wide network in the Nordics, we have access to the leading and most attractive venture capital companies. We make a thorough assessment of potential private equity firms and chose the funds with a clear profile and possibility to generate high return on investments.

In our evaluation process we search for areas that can contribute with positive effect:

  • Portfolio managers’ previous achievements
  • Portfolio managers’ competence and experience
  • Portfolio managers’ dedication and credibility
  • How consistent is portfolio managers’ investment strategy
  • How do portfolio managers perform as owners
  • The private equity funds’ commercial terms and conditions

Board and Management

The management has all together more than 25 years of experience from the private equity industry.

Henrik Arfvidsson: Henrik Arfvidsson has been with Coeli since 2007. During his first four years he established the depot administration function. The last year his focus was on leadership and system development. He has been involved inte the private equity products from the very beginning being responsible for the administration of the different Private Equity companies.Since 2011, Henrik has had the role as controller and portfolio manager of the Private Equity companies, and since 2016 he is CEO of the same.

Jan Sundqvist: Jan has more than 30 years of experience of leading positions in public and private equity. Previous positions includes Vice President, controller at Pharos AB (publ.), CFO and Senior Vice President Market at Nobel Biocare AB (publ.), Investment Manager at Sjätte AP-fonden, CEO and Managing Partner at Scandinavian Life Science Venture, and CEO at Canag Diagnostik. 2007 Jan came to Coeli as CEO of Coeli Private Equity Management AB. At 2016 he assumed the position as Board Chairman at Coeli Private Equity Management II AB. Currently Jan has the position of Senior advisor for the Private Equity companies.

Henrik Arfvidsson

CEO, Coeli Private Equity

Jan Sundqvist

Senior advisor, Coeli Private Equity

Board of Directors, Coeli Private Equity yearly companies

The board of directors has three board members, all with long experience from the financial industry. The management presents information regarding investments and the board of directors makes a recommendation for decision. The formal decision is taken by Coeli Asset Management AB after delegation from AIF manager.

Board Chairman in yearly companies
Johan Winnerblad

Layer, partner and board chairman at Vinge Law Firm
Johan is layer and partner in the law firm Vinge. He is activte in Stockholm and is specialized in biotechnology, medicine, food, financial services, IT, technology, telecom, and sports, media and entertainment.

Holding in company: None

Board Member Coeli Private Equity Management AB
Owner, Coeli
Mikael Larsson

Coeli Private Equtiy Management AB
Mikael is founder and owner in of parent company Coeli Holding AB. He has been active in the financial industry since 30 years and has over the years gained broad experience and competence in asset management and advisory services. He has been engaged in Coeli Private Equity strategies since start. Mikael deals with both strategic and operational matters within the whole Coeli Group.

Holdings in company: None

Board Member
Lukas Lindkvist

CEO Coeli Asset Management AB
Lukas has been active in the financial industry for more than 20 years, including different positions at SEB Group. Lukas came to Coeli 2001 and has held various leading positions within Coeli Group. Today Lukas is CEO for Coeli Asset Management AB.

Holding in company: None

KEEP IN MIND. Fund investments are associated with risk. Past performance should not be seen as a guarantee of future returns. Investments can both increase and decrease in value and you may not get your full investment back.

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Alexander Larsson Vahlman

Senior Analyst Coeli Likviditetsstrategi & Coeli Nordic Corporate Bond Fund

  • Worked at Coeli since 2018
  • Worked in the finance sector since 2014
  • MSc from Rotterdam School of Management and Bachelor from Mercyhurst University

Alexander Larsson Vahlman 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.

Portfolio Manager Gustav Fransson

Gustav Fransson

Portfolio Manager Coeli Likviditetsstrategi & Nordic Corporate Bond Fund

  • At Coeli since 2009
  • More than 10 years in the industry

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.

Portfolio Manager Henrik Milton

Henrik Milton

Portfolio Manager Global Select

  • At Coeli since 2016
  • More than 17 years in the industry
  • Master of Science in Finance from Lund University

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.

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Andreas Brock, CFA

Portfolio Manager Coeli Global Select

  • At Coeli since 2014
  • More than 10 years in the industry
  • MBA at London Business School, Bachelor degree from Lund University and is a CFA Charter holder

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.

Portfolio Manager James Bannan

James Bannan

Portfolio Manager Coeli Frontier Markets

  • At Coeli since 2017
  • More than 12 years in the industry
  • Chartered Accountant (CA) from the Institute of Chartered Accountants, Australia

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.

Portfolio Manager Hans-Henrik Skov

Hans-Henrik Skov

Portfolio Manager Coeli Frontier Markets

  • At Coeli since 2014
  • More than 12 years in the industry
  • Holds a Master of Science in Finance from Copenhagen Business School, graduating as top two of his class

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.

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Namik Immelbäck

Portfolio Manager Coeli Altrua Makro

  • Joined Coeli in 2018
  • 12 years of experience in global macro investing
  • BSc London School of Economics, MSc Bocconi

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

Portfolio Manager Coeli Absolute European Equity

  • Joined Coeli in 2018
  • More than 25 years of  experience in finance industry
  • BSc from Lunds University

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 Lundkvist

Portfolio Manager Strategy Funds and Coeli Balanced

  • At Coeli since 2004
  • More than 13 years in the industry
  • Erik holds a M.Sc. in Economics from Örebro University and CEFA from Stockholm School of Economics

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.

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