Profil
Mr. Joel Etzler is a Portfolio Manager at Coeli Asset Management AB. He joined the firm in August 2019 and has more than 13 years of investment experience from both the public and private equity side.
Mr. Etzler was previously employed as a Market Neutral Equity Analyst by Horizon Asset LLP in London in 2012 and spent five years before that within Private Equity at Morgan Stanley.
He started his investment career within the technology sector at Swedbank Robur in Stockholm in 2006.
He holds a MSc from the Royal Institute of Technology.
Aktiva positioner av Joel Etzler
| Företag | Position | Start |
|---|---|---|
Coeli Asset Management AB
Coeli Asset Management AB Investment ManagersFinance Coeli AM is an active manager which invests in equity and equity-related securities, third-party funds and alternative asset classes. They invest in Swedish equity, and marginally in Nordic countries, North America and the UK. Their equity portfolio is concentrated and diversified across sectors including telecommunications, energy and resources. The firm follows a sectorial and regional tactical asset allocation strategy and aims to construct uncorrelated portfolios. Their investment approach favors high-performing funds and autonomous asset managers, avoiding index-oriented managers. They invest in funds following a variety of strategies, including funds specialized in equity, fixed-income, alternative asset classes, regions and countries (Sweden in particular). Their multi-manager selection process uses a proprietary analytic model and is segmented into three phases. The screening of a vast universe of third-party funds yields a list of approximately a hundred funds to be researched, of which about half are analyzed in depth. | Portföljförvaltare-Aktier | 2019-08-01 |
Tidigare kända positioner av Joel Etzler
| Företag | Position | Slut |
|---|---|---|
Horizon Asset LLP
Horizon Asset LLP Investment ManagersFinance Horizon Asset uses a non-market directional equities investment strategy. | Företagsledare/Principal | 2018-01-01 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
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Kopplade företag
| Privata företag | 2 |
|---|---|
Horizon Asset LLP
Horizon Asset LLP Investment ManagersFinance Horizon Asset uses a non-market directional equities investment strategy. | Finance |
Coeli Asset Management AB
Coeli Asset Management AB Investment ManagersFinance Coeli AM is an active manager which invests in equity and equity-related securities, third-party funds and alternative asset classes. They invest in Swedish equity, and marginally in Nordic countries, North America and the UK. Their equity portfolio is concentrated and diversified across sectors including telecommunications, energy and resources. The firm follows a sectorial and regional tactical asset allocation strategy and aims to construct uncorrelated portfolios. Their investment approach favors high-performing funds and autonomous asset managers, avoiding index-oriented managers. They invest in funds following a variety of strategies, including funds specialized in equity, fixed-income, alternative asset classes, regions and countries (Sweden in particular). Their multi-manager selection process uses a proprietary analytic model and is segmented into three phases. The screening of a vast universe of third-party funds yields a list of approximately a hundred funds to be researched, of which about half are analyzed in depth. | Finance |
















