- About us
- Focused value investment since 1988
- Our funds
- Investment philosophy
Carnegie Fonder is an independent fund management company that was founded in 1988. All our funds are actively managed with the purpose to create financial security for children, pension savers, foundations and institutions.
Carnegie Fonder invests in value companies. Value companies have sustainable businesses, strong balance sheets and attractive dividend opportunities. We do our own analysis, and only invest in companies we really believe in and not simply because it is included in an index.
Assets under management is approximately SEK 70 billion (≈ € 7,2 billion). This makes us one of the Sweden’s largest fund managers after the major Swedish banks. It is a great responsibility – the performance affects many savers and investors.
Today there are almost as many funds as there are fund investors and therefore it is important to be able to recognize both similarities and differences. At Carnegie Fonder we carefully analyze both companies and markets, in addition, we always try to be as clear as possible to our unit holders. We present both advantages and risks. The goal is to make it easy for you and to offer a fund that suits you and your finances.