Tomas Risbecker

Swedbank Robur aims to create sustainable, long-term return for their investors, while also contributing to the development of society and the environment. All their funds have a strict sustainability overlay where all managers use the firm’s proprietary ESG platform, RobuS, which uses both external and internal analysis to share and evaluate sustainability data. The firm actively selects companies based on fundamental and quantitative analysis.

Invests in shares of listed small and medium-sized Swedish companies

HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question.

Svolder-IM is an active investor and manages concentrated portfolios invested primarily in Swedish small- and mid-cap equity, listed on the Carnegie Small Cap Index or the OMX Stockholm Price Index. They do not replicate any index and also invest in equity instruments such as convertible loans and subscription options The firm's stock selection process emphasizes share valuation and a sector bias towards IT, industrial goods and services. Share valuation is based on fundamental analysis focused on growth, results and external factors, as well as on the financial position of the company and their dividend policy. Their focus on specific sectors is based on macroeconomic research. Svolder-IM actively exercises shareholder rights and aims to gain influential positions in a limited number of companies. They invest with a long-term outlook and foster the growth of their portfolio companies. Investment decisions are taken by the CIO, under the supervision of the board of directors.

Provides investment advice

AMF Fonder is an active, long-term manager that invests in the US and in select European and Asian markets. They combine fundamental analysis with quantitative tools to invest in equities. Their investment committee utilizes a top-down approach to strategically allocate equities across regions and sectors and construct concentrated portfolios based on a bottom-up approach which targets reasonably-priced companies with quality management. Stock selection criteria include competitive position, visible earnings, growth potential and valuation focused on earnings projections, cash flow, balance sheet soundness and dividend capacity.

Functions as an open-end investment fund