The team

Portfolio managers for Arctic Norwegian Equities are Albert Collett (CIO) and Alexander Larstedt Lager.  

          

Albert Collett

CIO

Mobile: 92890041
Office: 21013250
 
20 years relevant work experience in fund management. Albert worked previously for Alfred Berg
(1998-2010) as Nordic Head of Fundamental Equity and was a member of the Nordic Executive
Committee. He also held positions as Portfolio Manager and analyst in Alfred Berg.
He was performance responsible and Portfolio Manager for Nordic Combined (2002-2010),
Norwegian Equities (2002-2010) and Danish Equities (2007-2010).
 
Albert has received several awards: 2010 Lipper 10 Years of Excellence (TE5) for best Norwegian
Equities Fund, 2008 Morningstar Award winner (High Conviction), 2002-2009 Nordic Portfolios (low TE)
outperformance every year as Portfolio Manager, 2007 High Conviction Fund Gambak won absolute
return 1# among 70 Norwegian Funds, 2006 Wall Street recognition 1# (among many) ranked
European Funds 1 year and 2005 High Convictions Fund Gambak 1# excess return to benchmark
in Norwegian fund universe.
 
Albert is a mechanical engineer GTI graduate from Gothenburg and a BSc. (Hon) from
Strathclyde Business School.

     

Alexander Larstedt Lager

Portfolio Manager 

Mobile: 48403255
Office: 21013255

Alexander Larstedt Lager has worked at AAM since 2014, first as an equity analyst then
as a portfolio manager since the start of 2017. Alexander graduated in the top of his class
from Norwegian School of Economics (NHH), Norway’s premier business school. He holds a 
Master in Economics and Business Administration, with a major in Finance. Before that he
attended the International Baccalaureate programme. Alexander also participated at the 2013 
Summer School of the Norwegian petroleum fund (NBIM).

Extended Investment Team

The portfolios managers set the Arctic Norwegian Equities portfolio. They draw on analysis and experience from the entire AAM investment team, and all analysis is shared and discussed. The team consists of seasoned professionals and younger talent, most with extensive experience from equity analysis and assets management. The team has a strong footprint in Norwegian equities, and in sectors such as financials, technology, energy, macro and health care.

  Managing partner Arctic Aurora LifeScience, Equity portfolio manager
Over 15 years experience as a health care equity fund manager, recently for Tredje AP Fonden in 
Stockholm. Previously top rated sell-side health care analyst in Stockholm over a 10 year period, 
among others at SEB and Carnegie. The head of equity analysis at Carnegie. 
MBASc CEFA from Stockholm School of Economics. Medical studies at Karolinska Institutet.
  Managing partner Arctic Aurora LifeScience, Equity portfolio manager
More than 25 years experience from product development and business development at various health
and biotech companies, incl Meda, Johnson & Johnson, AstraZeneca, ALK Abello, Orexo and Karolinska 
Development. Medical doctor from the University of Aarhus.
  Analyst equities Arctic Aurora LifeScience
Five years experience as a business analyst, most recently at Karolinska Development.
Several engagements for smaller biotech/medtech companies within business development, market 
analysis and communication.MSc in Biotech and MSc in Business/Economics from Uppsala University.
    Equity portfolio manager
Financial market experience since 1997. Portfolio manager at Solsten and in the investment arm of Orkla, 
with a focus on Nordic and global equities. Finance and macro analyst at Orkla. Four years of industrial 
experience before 1997. MSc in International Business from Alliance Manchester Business School. NHH 
portfolio manager. Master from Oslo Handelshøyskole.
    Equity portfolio manager
Financial market experience since 1997. Has worked with venture investments in the technology sector 
and as a strategy consultant, in addition to portfolio management for Nordic equities.
Previous employers include Solsten, Orkla Investments, Teknoinvest and McKinsey & Co.
Master of Science from NTNU and MBA from INSEAD.
    Equity portfolio manager
Financial market experience since 1990 as portfolio manager, financial analyst and CIO. Six years of 
industrial experience before 1990.  Previous employers include Solsten, Orkla Investments, Avanse 
Capital Management, Fondsfinans and Norsk Hydro.
Master in Economics and Business Administration from the Norwegian School of Economics (NHH).
    Analyst equities
Employed in middle office 2012-2015, first at The Norwegian Banks' Guarantee Fund from 2012 to 2014 
and at Arctic Asset Management from 2014. Fixed income analyst from NFF. Master in Economics and 
Business Administration from the Norwegian School of Economics (NHH) with a major in Finance.
  Fixed income portfolio manager
Financial market experience since 1989. Portfolio manager, leader of the Norwegian fixed income team,
as well as head of tactical allocation at Alfred Berg. Previous employers include Storebrand and Fokus
Bank. Business education and MBA from the University of Warwick, University of Reading and NHH.
Authorized Financial Analyst (AFA).
  Fixed income portfolio manager
Experience from financial markets since 1991 and Previously Chief Investment Officer at Protector 
Forsikring (2015-2017). Also experience from Arctic Asset Management (2010-2015), Alfred Berg, 
Braathens Safe, Christiania Fonds, Oslo Stock Exchange.
Educated at BI Norwegian Business School and Interest Rate Analyst (NFF)

 


Arctic Norwegian Equities is a UCITS fund focusing on Norwegian equities. The fund seeks to buy undervalued shares and be a stock picker through a structured and repeatable investment process. Our bottom-up fair value analysis includes analysis of the company, its sector, valuation, stock sentiment and ESG. The fund is style independent, and has no sector limitations. The fund’s benchmark is Oslo Stock Exchange Mutual Fund Index (OSEFX).

Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.