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EXCALIBUR
Excalibur Asset Management is an independent fund Launched in 2001, the fund managed to deliver a profit immediately,
management company that runs the Excalibur Fixed Income and it has subsequently grown organically over twenty years. With
fund. It is a fixed-income hedge fund focused on positive the exception of two years of minor losses, Excalibur has delivered an
returns, regardless of market conditions. Private savers and investors average annual return of almost five percent.
are offered positive and stable returns at low risk. In today’s volatile
market, the fund is an attractive alternative to riskier investments. Or In times of great uncertainty, experience is invaluable. Excalibur
as Excalibur CEO Thomas Pohjanen puts it: consists of a small, well-informed and qualified team in which each
employee’s expertise is crucial to success.
“This isn’t a ‘rock ’n roll’ product with high risk – our customers should
be able to sleep easy at night.” “We’re experienced, tried and tested and have lived through several
business cycles,” says Thomas Pohjanen. “In this way, we’ve learnt how
MANY YEARS OF STABLE GROWTH markets change over time and how to position ourselves.”
Excalibur has grown by more than 28 percent since 2020. In the past AN EAR TO THE GROUND
year alone, growth in assets under management has been close to
ten percent, and the fund is now approaching its target of one billion Excalibur focuses on Sweden, the Eurozone and the US. Its daily work
Swedish kronor. involves taking in information from the outside world and interpreting
it to understand where each market is in the business cycle and where
In spring 2023, Excalibur won the "Best Nordic Fixed-Income Hedge it is heading.
Fund 2022" award at the Nordic Hedge Awards in Stockholm. The prize
is awarded to the fund that delivered the best return, with the jury In the coming year, Excalibur expects a return to more normal
consisting of representatives from the industry organization Nordic inflation and interest rates. From a historical perspective, the years
Hedge and from Stockholm School of Economics. between the financial crash and the pandemic will probably go down
in history as a period of financial excesses in which risk-taking was
“Winning this award shows we’re able to deliver in various market rewarded.
conditions and that it’s not a coincidence,” says Thomas Pohjanen.
“This kind of attention is extremely important for us as an independent “We closely monitor what central banks say and do. We believe
fund because we operate in a market dominated by banks. Winning that a more sober approach to risk and money is good for the market
the award requires qualitatively strong management over the previous economy. Everyone now knows that there are simply no free lunches,”
three years,” he explains. says Thomas Pohjanen.
Thomas Pohjanen, CEO
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