Cliens Kapitalförvaltning is a partner-owned and independent asset management firm. We aim to provide investors with competitive long-term returns.
Our team of experienced portfolio managers are specialized in the Nordic equity and bond markets and our business consists of discretionary asset management and fund management.
The firm is actively managing eight investment funds.
Cliens Sverige Fokus
AUM: 450 MEUR
Fund manager: Thomas Brodin
Inception Date: 2011-03-31
Benchmark: SIX Return Index
Fund summary: Cliens Sverige Fokus is a concentrated fund focused on Swedish equities, the fund holds 20-25 companies.
Sustainability Related Disclosures
Cliens Sverige
AUM: 200 MEUR
Fund manager: Roger Hedberg
Inception date: 2004-12-31
Benchmark: SIX Return Index
Fund summary: Cliens Sverige is a concentrated fund focused on Swedish equities, the fund normally holds 25-40 companies.
Sustainability Related Disclosures
Cliens Småbolag
AUM: 1100 MEUR
Fund manager: Carl Sundblad
Inception date: 2016-09-30
Benchmark: Carnegie Small Cap Return Index
Fund summary: Cliens Småbolag is a concentrated fund focused on Swedish small- and midcaps, the fund normally holds 25-35 companies.
Sustainability Related Disclosures
Cliens Micro Cap
AUM: 130 MEUR
Fund manager: Carl Sundblad
Inception date: 2020-09-30
Benchmark: Carnegie Micro Cap Return Index
Fund summary: Cliens Micro Cap is a concentrated fund focused on Swedish micro Caps, the fund normally holds 25-35 companies.
Sustainability Related Disclosures
Cliens Mixfond
AUM: 70 MEUR
Fund manager: Johanna Ahlqvist and Wilhelm Högström
Inception date: 2004-12-31
Benchmark: 50% SIX Return Index / 50% OMRX T-Bill
Fund summary: Cliens Mixfond is an unconstrained active managed fund
that allocates between fixed income securities and equities. It will always
hold at least 25% of any of the asset classes.
Sustainability Related Disclosures
Cliens Global Småbolag
AUM: 60 MEUR
Fund manager: Niklas Larsson
Inception date: 2021-10-29
Benchmark: MSCI World Small Cap TR Net Index
Fund summary: Cliens Global Småbolag is an active managed equity fund that is focused on small and medium-sized companies on the global markets.
Sustainability Related Disclosures
Cliens Företagsobligationer
AUM: 40 MEUR
Fund manager: Wilhelm Högström
Inception Date: 2018-03-19
Benchmark: No official benchmark
Fund summary: Cliens Corporate Bonds is an active managed fixed income fund that mainly invests in corporate bonds with high credit ratings, both Swedish and foreign. Investments in foreign currency are hedged.
Sustainability Related Disclosures
Cliens FRN Företagsobligationer
AUM: 20 MEUR
Fund manager: Wilhelm Högström
Inception Date: 2011-03-31
Benchmark: OMRX T-Bill
Fund summary: Cliens Räntefond kort is an active managed money market fund that invests in fixed-income instruments denominated in Swedish kronor.
Sustainability Related Disclosures
In addition, the firm manages investment capital on behalf of institutional clients. Cliens Kapitalförvaltning have assets under management of approximately SEK 29 billion (3 billion €).
Cliens Kapitalförvaltning AB is approved by the Swedish Finansinspektionen
(The Swedish Financial Supervisory Authority).
Cliens Asset Management Team:
Thomas Brodin
Primary portfolio manager, Cliens Sverige Fokus
Gunnar Håkanson
Portfolio manager
Jonas Gustafson
Portfolio manager
Carl Sundblad
Primary portfolio manager, Cliens Småbolag and Cliens Micro Cap
Johanna Ahlqvist
Primary portfolio manager, Cliens Mixfond
Niklas Larsson
Primary portfolio manager, Cliens Global Småbolag
Wilhelm Högström
Portfolio manager, Fixed Income
Roger Hedberg
Primary portfolio manager, Cliens Sverige
Operations
Martin Öqvist, CEO
Phone: +46 8 400 515 27
Cell: +46 736 750 670
E-mail: martin.oqvist@cliens.se
If you are interested in our company or investing in our funds, please contact:
Tomas Henriks
Head of Sales and Marketing
Phone: +46 8 506 503 96
Cell: +46 702 28 18 98
E-mail: tomas.henriks@cliens.se
