Investments
30Portfolio Exits
6Funds
2Partners & Customers
1Latest Swedbank Robur News
May 24, 2022
24 maj kl 12.22 Fonden Swedbank Robur Technology minskade 7,59 procent i april. Sedan årsskiftet har fonden minskat 14,89 procent. Det framgår av en månadsrapport från fondens förvaltare Kristofer Barrett. Finwire Inledningsvis beskriver förvaltaren april som den sämsta börsmånaden på flera år, där tekniksektorn var ledande i nedgången. En kombination av bland annat en avmattning av efterfrågan, nedstängningar i Kina vilket skapat störningar i leverantörskedjorna och kostnadsökningar har lett till att aktievärderingar kommit ned. Vidare skriver förvaltaren att rapportsäsongen inletts med styrka inom molnsegmentet, medan andra delar av sektorn har haft en tuffare säsong med bland annat lägre efterfrågan, höga personalkostnader och leveransproblem. Det är något Barrett tror kommer leda till lägre vinster i närtid, men han ser fortsatt positivt på den långsiktiga efterfrågan. Detta eftersom digitalisering, elektrifiering och effektivisering fortsatt står i fokus. ”En stor del av de bubbeltendenser vi såg inom den breda tekniksektorn har kommit ur marknaden och värderingarna för lönsamma bolag är generellt rimligare nu. Med det sagt är momentum svagt i marknaden och det finns risk för fortsatta nedgångar, som förhoppningsvis visar sig vara köplägen för den långsiktiga investeraren”, avslutar förvaltaren. Annons Vid månadsskiftet var fondens tre största innehav Nvidia, Broadcom och Adobe med portföljvikter om 7,23, 5,73 och 5,30 procent. Störst geografisk exponering hade fonden mot USA på 74,6 procent följt av Taiwan och Nederländerna på 13,2 respektive 3,7 procent. Största sektorer var informationsteknologi och kommunikationsservice med 86,2 respektive 5,0 procent av portföljexponeringen. Annons
Swedbank Robur Investments
30 Investments
Swedbank Robur has made 30 investments. Their latest investment was in Charge Amps as part of their Unattributed VC on April 4, 2022.
Swedbank Robur Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
4/12/2022 | Unattributed VC | Charge Amps | $15.85M | No | 2 | |
11/3/2021 | Unattributed - II | Outpost24 | $5.82M | No | 2 | |
7/22/2021 | Series B | Anocca | $47M | Yes | Danske Bank Group, Harald Mix, Mellby Gård, Michano, Nidoco, Ramsbury Invest, and Undisclosed Investors | 10 |
7/7/2021 | Unattributed - II | |||||
6/21/2021 | Series C |
Date | 4/12/2022 | 11/3/2021 | 7/22/2021 | 7/7/2021 | 6/21/2021 |
---|---|---|---|---|---|
Round | Unattributed VC | Unattributed - II | Series B | Unattributed - II | Series C |
Company | Charge Amps | Outpost24 | Anocca | ||
Amount | $15.85M | $5.82M | $47M | ||
New? | No | No | Yes | ||
Co-Investors | Danske Bank Group, Harald Mix, Mellby Gård, Michano, Nidoco, Ramsbury Invest, and Undisclosed Investors | ||||
Sources | 2 | 2 | 10 |
Swedbank Robur Portfolio Exits
6 Portfolio Exits
Swedbank Robur has 6 portfolio exits. Their latest portfolio exit was Pagero on October 22, 2021.
Swedbank Robur Acquisitions
2 Acquisitions
Swedbank Robur acquired 2 companies. Their latest acquisition was Min Doktor on April 13, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
4/13/2022 | Convertible Note | $83.84M | Acq - Fin - II | 2 | ||
11/19/2020 | Convertible Note |
Date | 4/13/2022 | 11/19/2020 |
---|---|---|
Investment Stage | Convertible Note | Convertible Note |
Companies | ||
Valuation | ||
Total Funding | $83.84M | |
Note | Acq - Fin - II | |
Sources | 2 |
Swedbank Robur Fund History
2 Fund Histories
Swedbank Robur has 2 funds, including Access Edge Europe.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
Access Edge Europe | 1 | ||||
Transition Energy |
Closing Date | ||
---|---|---|
Fund | Access Edge Europe | Transition Energy |
Fund Type | ||
Status | ||
Amount | ||
Sources | 1 |
Swedbank Robur Partners & Customers
1 Partners and customers
Swedbank Robur has 1 strategic partners and customers. Swedbank Robur recently partnered with TradeTech Consulting Scandinavia on March 3, 2014.
Date | Type | Business Partner | Country | News Snippet | Sources |
---|---|---|---|---|---|
3/18/2014 | Vendor | Sweden | Stockholm -- 18 March 2014 - TradeTech Consulting , a Virtusa Corporation subsidiary , has been selected as partner of choice by Swedbank Robur , one of Scandinavia 's largest mutual fund managers , to handle their business support function for SimCorp Dimension . | 1 |
Date | 3/18/2014 |
---|---|
Type | Vendor |
Business Partner | |
Country | Sweden |
News Snippet | Stockholm -- 18 March 2014 - TradeTech Consulting , a Virtusa Corporation subsidiary , has been selected as partner of choice by Swedbank Robur , one of Scandinavia 's largest mutual fund managers , to handle their business support function for SimCorp Dimension . |
Sources | 1 |
Swedbank Robur Team
3 Team Members
Swedbank Robur has 3 team members, including current Chief Executive Officer, Liza Jonson.
Name | Work History | Title | Status |
---|---|---|---|
Liza Jonson | Storebrand, HiQ, and E*TRADE Access | Chief Executive Officer | Current |
Erik Andersson | Chief Information Officer | Current | |
Tobias Wittholt | TAWI Group, Trox, Plastal Industri, Hexagon, and PwC | Controller | Former |
Name | Liza Jonson | Erik Andersson | Tobias Wittholt |
---|---|---|---|
Work History | Storebrand, HiQ, and E*TRADE Access | TAWI Group, Trox, Plastal Industri, Hexagon, and PwC | |
Title | Chief Executive Officer | Chief Information Officer | Controller |
Status | Current | Current | Former |
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