Page 29 - MELLBY_MAGASIN_2025_ENG_SID
P. 29
EXCALIBUR
Strong returns - a testament
to Excalibur’s effort
Excalibur provides active fixed income fund management in several
markets. 2025 was a record year, with an 11-percent return and high
fund inflows. For investors, this means stability even in turbulent times.
THREE MARKETS PROVIDING COMPETITIVE ADVANTAGES
A key success factor is that Excalibur is active in three markets: the
Swedish krona, the eurozone and the US dollar markets. When a
market performs poorly, this gives Excalibur an opportunity to move
the funds to where conditions are best. Thomas Pohjanen explains:
“Macro-analysis is our bread and butter and the reason for our
success. It’s a constant effort – we need to frequently produce
analyses and work towards increasing our return by another
percentage point.”
Since its foundation, Excalibur has delivered stable returns, with It’s a constant effort – we need to
the Excalibur Fixed Income fund performing well in the past frequently produce analyses and work
five years, despite geopolitical turbulence. SEK 100 invested
in the fund in 2020 would be SEK 149 today, compared to SEK 94 in a towards increasing our return by
bond fund. 2025 was a very strong year, consolidating the trend. another percentage point
“We’re looking back on an exciting year when we continued to devel- SIGHTS SET ON SEK 1.5 BILLION
op in a positive direction,” says Thomas Pohjanen, CEO of Excalibur The target of SEK 1 billion in managed assets was already surpassed
Asset Manegement. “We can feel the support of our customers, who during the summer. By the end of the year, fund assets had risen to
both express their appreciation and recommend us to their friends. SEK 1,343 million, a significant increase explained by robust returns
As a small, independent company, this is crucial for us.” and large net inflows. The annual return was 11 percent, well above
the fund’s five-year average of 6.6 percent. The next milestone is SEK
1.5 billion in managed assets, a target well within reach in 2026.
“All business is personal. The human connections you make are the
ones that last. In 2026, we’ll focus on continuing to grow customer
volume, both by taking care of existing customers and by welcoming
new ones,” concludes Thomas Pohjanen.
Excalibur IN THE GROUP SINCE 2008
KEY EVENTS IN 2025 ASSETS UNDER EMPLOYEES THOMAS POHJANEN,
MANAGEMENT 6 CEO
• Reached SEK 1 billion in managed SEK 1,343 M
assets, a milestone for growth CHAIRMAN OF THE BOARD
HEAD OFFICE Johan Andersson
• Stable return of 11 percent, well above Stockholm
the five-year average
• Invested in future-proofing with the
procurement of a new portfolio system
for more efficient management
29
