Charlotta Faxén

Lannebo is an active manager that focuses on active management, specializes in equities, corporate bonds, and fixed income.

CF is an active investment manager following a growth-oriented investment approach. They invest in global equity across all market-caps, complemented with fixed-income, with the bulk of their investments in Swedish and US equity. Research is both performed in-house and shared with other Carnegie divisions. The firm's investment process is research-driven and starts with the analysis of long-term global trends. Sector allocation is top-down and based on macro-economic analysis focusing on the global economic cycle, inflation rates and development, future interest rate levels, and FX prices. Within select sectors, bottom-up stock-picking targets companies with growth potential. Stock selection is based on in-depth financial analysis, focusing on financial soundness, cash-flow analysis, profitability, growth history, management experience and ability, market position, ownership structure and stock liquidity. Company visits are part of the research process, as are reports by local analysts.

Lannebo is an active, long-term, and risk-aware manager which aims to create the best return possible for their clients at a reasonable risk by investing in global equity and debt across market-caps, with the bulk of their assets invested in Swedish equity. The firm selects stocks based on fundamental analysis and valuation. They have specialist expertise in small-caps and perform in-depth analysis at the company level, maintaining close contact with the management of their portfolio companies. Lannebo seeks to invest in companies with sustainable business models that are well positioned for the future. The firm does not invest in companies involved in the production or development of inhumane weapons such as: cluster bombs, nuclear weapons, and land mines.