Equity Market Neutral Strategy
Chelonia is a Market Neutral Long/Short Equity Fund
Investment strategy is based on Fundamental Equity Analysis where Evolutionary Trends plays an important role
Chelonia draws from an extensive equity portfolio management expertise with geographical focus on Nordic countries, Europe and the US
Global in select verticals. Technology, Media, Telecom, Business Services and Retail sectors have historically been a substantial part of the portfolio manager’s investment strategy
Chelonia targets a positive rate of return greater than the risk-free rate each year and independent from the direction of the equity market
Risk level between 4-10 percent measured as annual standard deviation of monthly returns over a rolling 12-month period
Investors in Chelonia should should have an investment horizon of minimum 3 years
Chelonia Market Neutral is an Alternative Investment Fund and does not comply with the provisions of the UCITS directive
Fund units may be marketed to both retail and professional investors in Sweden and professional investors in Finland, Norway, Netherlands and UK.
Head Portfolio Manager Chelonia Market Neutral
Magnus experience include co-founder, CEO and CIO of the successful TMT focused Equity Long/Short Hedge Fund Manticore (2000-11) and financial analyst within the Global Equity Long/Short Hedge Fund Zenit (1998-00), both funds part of Brummer and Partners. Prior to joining the hedge fund industry Magnus was a highly ranked sell-side analyst at the leading local investment bank Alfred Berg (1992-98) and a journalist at the Swedish business magazine Affärsvärlden (1986-92). In 2013 Magnus published a book; “The World’s 99 Greatest Investors – The Secret of Success”, providing a brief résume of the investors investment philosophy and style and sharing their advice and insights garnered from at least 25 years of experience. The book contains about as many strategies as there are investors, and that is the moral of the book; the path to becoming a successful investor is not lined with miraculous universal formulas. Since 2015, Magnus has been Head Portfolio Manager of an Equity Market Neutral Strategy.
Magnus holds a B.Sc. degree in Business Administration and Economics from Uppsala University (1986). Magnus attended the Swedish Infantry Officer Academy (InfOHS) in 1981/82.
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Chair of Advisory Board
Prior to founding Archipelago Investments in 2014 Anders was CEO UBS Group Nordic Region. Anders is Head Portfolio Manager of Archipelago Asset Allocation and Archipelago Multi-Strategy. Anders spent 21 years at UBS after joining predecessor firm O’Connor & Associates / Arbitech in 1993. From 2003 to 2014 Anders was CEO and Country Head Nordic Region and spearheaded UBS Group’s strategy in the region across the Investment Bank (Equities, Prime Brokerage, Credit, Rates, FX and Capital Markets, IBD) and the Investment Management divisions UBS Wealth Management and UBS Asset Management. Since 2008 Anders was a member of UBS EMEA Management and appointed CEO of UBS Sweden in 2003 and promoted Managing Director in 2002. Between 1993 and 2003 Anders held various functions in Stockholm and London within the Equities division.
Anders holds a M.Sc. degree from Stockholm School of Economics with a major in Financial Economics (1993) and participated in The Wharton School, MBA Graduate International Exchange Program (1992). Anders attended the Swedish Infantry Officer Academy (InfOHS) in 1988/89.
Member of Advisory Board
Niklas was co-founder of the TMT focused Equity Long/Short Market Neutral Hedge Fund Manticore (2000-2009), part of Brummer and Partners. Prior to co-founding Manticore, Niklas worked at Öhman Asset Management from 1995 to 2000 where he managed the Öhman Information Technology fund for four years. Prior to that he was engaged in systems development for equity trading for Öhman’s brokerage operations. Between 1994 and 1995 he was involved in a number of research projects at the Swedish Institute of Computer Science and the Department of Computer Science at Linköping University. Since 2015 Niklas is CEO of Planacy, a program development company providing modern integrated solutions for financial and operational planning.
Niklas holds a M.Sc. degree from Linköping University with a major in Computer Science (1994).
Member of Advisory Board
CEO of Northvolt since end 2016, a company aiming to build large scale battery manufacturing in Europe. Peter has worked in executive roles for more than 20 years in Automotive, Cleantech, Telecommunications, Consumer Electronics and Semiconductor industries. Peter was Head of Sourcing and Supply Chain at Tesla Motors (Palo Alto) between 2011 and 2015, and Head of Purchasing, Outsourcing and Regional Manager at NXP Semiconductors (Singapore) from 2008 to 2011. Since 2016 Peter is an Entrepreneur, Angel Investor and Advisor.
Peter holds a M.Sc. degree from Luleå University of Technology with a major in Economics, Production & Quality Control (1994).
Member of Advisory Board
Steve began his career at the investment company Kinnevik (1993) and he spent in total 16 years within the ‘Stenbeck sphere’. Steve was a key member of the Senior Executive Management Team within Kinnevik that successfully built, listed and led two leading international media groups (Modern Times Group and Metro International). Steve is CEO of Red Bee Media, a world leading provider of broadcast and media services part of Ericsson. Red Bee Media is headquartered in the UK and employs around 2,500 broadcast and media specialists globally. Its comprehensive services portfolio spans media management, playout, OTT, access services, content discovery and award-winning creative services and sports graphics and analysis solutions.
Steve has studied at Stockholm School of Economics (1989-1993) and participated in UCLA Anderson School of Management, MBA Graduate International Exchange Program (1992). Steve attended the Swedish Infantry Officer Academy (InfOHS) in 1988/89.
The advisory board is a body that provides non-binding strategic advice to the portfolio management team. Unlike the Board of Directors, the advisory board does not have authority to vote on corporate matters or bear legal fiduciary responsibilities.
The advisory board members provide high-level advice and network in the industry and non-biased information and recommendations to the portfolio management team. The board has a good understanding of the business, market and industry trends and provide “wise counsel” on issues raised by the portfolio management team and provide unbiased insights and ideas from a third point-of-view, encourage and support the exploration of new ideas and act as a resource for the company. The advisory board members are there to give focus to and sometimes challenge research and analytics work being done in the company, thus avoiding groupthink and giving direction on big picture issues.
Advisory board members have distinctive knowledge on different aspects of the industry and have the combination of appropriate skills that are of use to the portfolio managers and will help to propel the business. Meetings with advisory board members take place on a request basis and individually with the portfolio management team.
By accessing this website you agree to the following terms and conditions.
FOR SWEDISH PROFESSIONAL & NON-PROFESSIONAL INVESTORS,
AND PROFESSIONAL INVESTORS IN FINLAND, NORWAY, NETHERLANDS AND UK ONLY
This website is available for information purposes only and nothing on this website is intended to constitute an offer or solicitation to invest or sell of any nature in any jurisdiction, or to recommend any investment or transaction.
The information provided on this website is not directed to any United States person or any person in the United States, any state thereof, or any of its territories or possessions.
Nothing contained in or presented on this website constitutes or shall be construed to constitute investment advice of any kind, nor is it to be relied on in relation to making an investment or any other decision.
Archipelago accepts no liability and will not be liable for any loss or damage arising directly or indirectly from your use of this website.
There is no guarantee that an investment in Chelonia Market Neutral (CMN) will not result in a loss, even at times when financial markets are otherwise performing favorably.
Past performance is no guarantee of future returns.
The value of the capital invested in Chelonia Market Neutral may increase or decrease and investors in CMN cannot be certain of recovering all their invested capital.
CMN value can vary significantly due to the fund’s composition and the portfolio management methods used.
Applications to invest in any product referred to on this website must only be made on the basis of the documentation relating to the specific investment.
You should obtain relevant and specific professional advice before making any investment decision.
Your use of the website indicates your full acceptance of these terms and conditions in their then current form each time you use the website.