Profil
Charlotte Sillén is currently Senior Portfolio Manager at Sjunde AP-fonden since 2024.
Formerly, Ms. Sillén was Portfolio Manager at AMF Fonder AB from 2018 to 2024 and Portfolio Manager at Handelsbanken Fonder AB.
Postes actifs de Charlotte Sillén
| Sociétés | Poste | Début |
|---|---|---|
Sjunde AP-fonden
Sjunde AP-fonden Investment ManagersFinance AP7 invests in global equities across many different industries, which is a good way to spread risk. Their core strategy is to take advantage of returns in the stock market by tracking market indices rather than individual shares. All AP7’s products reflect the firm’s investment and risk management approach. The AP7 Equity Fund has a core portfolio comprised of 96 percent global equities and 4 percent private equity. The private equity portfolio consists of indirect investments in mutual funds that invest in private equity. A portion of the fund is invested in the clean technology sector. The firm seeks to invest AP7 Fixed Income Fund assets in fixed income instruments with: (1) low credit risk, (2) an average duration of around 2 years, and (3) a strong bias to assets denominated in Swedish kronor. A maximum of 30 percent of AP7 Fixed Income Fund assets may be placed in bank deposits. | Portfolio Manager-Fixed Income | 01/10/2024 |
Anciens postes connus de Charlotte Sillén
| Sociétés | Poste | Fin |
|---|---|---|
AMF Fonder AB
AMF Fonder AB Investment ManagersFinance AMF Fonder is an active, long-term manager that invests in the US and in select European and Asian markets. They combine fundamental analysis with quantitative tools to invest in equities. Their investment committee utilizes a top-down approach to strategically allocate equities across regions and sectors and construct concentrated portfolios based on a bottom-up approach which targets reasonably-priced companies with quality management. Stock selection criteria include competitive position, visible earnings, growth potential and valuation focused on earnings projections, cash flow, balance sheet soundness and dividend capacity. | Portfolio Manager-Fixed Income | 01/10/2024 |
Handelsbanken Fonder AB
Handelsbanken Fonder AB Investment ManagersFinance HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question. | Portfolio Manager-Fixed Income | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sjunde AP-fonden
Sjunde AP-fonden Investment ManagersFinance AP7 invests in global equities across many different industries, which is a good way to spread risk. Their core strategy is to take advantage of returns in the stock market by tracking market indices rather than individual shares. All AP7’s products reflect the firm’s investment and risk management approach. The AP7 Equity Fund has a core portfolio comprised of 96 percent global equities and 4 percent private equity. The private equity portfolio consists of indirect investments in mutual funds that invest in private equity. A portion of the fund is invested in the clean technology sector. The firm seeks to invest AP7 Fixed Income Fund assets in fixed income instruments with: (1) low credit risk, (2) an average duration of around 2 years, and (3) a strong bias to assets denominated in Swedish kronor. A maximum of 30 percent of AP7 Fixed Income Fund assets may be placed in bank deposits. | Finance |
Handelsbanken Fonder AB
Handelsbanken Fonder AB Investment ManagersFinance HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question. | Finance |
AMF Fonder AB
AMF Fonder AB Investment ManagersFinance AMF Fonder is an active, long-term manager that invests in the US and in select European and Asian markets. They combine fundamental analysis with quantitative tools to invest in equities. Their investment committee utilizes a top-down approach to strategically allocate equities across regions and sectors and construct concentrated portfolios based on a bottom-up approach which targets reasonably-priced companies with quality management. Stock selection criteria include competitive position, visible earnings, growth potential and valuation focused on earnings projections, cash flow, balance sheet soundness and dividend capacity. | Finance |
















