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USA is an actively managed equity fund that mainly invests in a relatively concentrated selection of large and small companies across a range of sectors in the US, and where up to 10 percent may be invested Canada and Mexico. The fund has an active investment strategy focused on a selection of companies, where sector and thematic analyses are also key features of the strategy. The selection process takes place at company level where several quality measures are weighted in the analysis. Focus is placed on the company’s business model, but also on long-term structural trends and themes such as digitalisation and demographics. The fund complies with Swedbank Robur’s Responsible Investment Policy. Read more about the policy in the fund’s Information Brochure and swedbankrobur.se. Sustainability and climate work is an integrated part in our investment strategy. The fund is suitable for those who want to follow structural themes and trends in the North American market.
Name | Title | Since | Until |
---|---|---|---|
Åsa Annerstedt | portfolio manager | 2025 | Now |
Biography | Åsa Annerstedt is a portfolio manager for the firm's Global Equity team. She joined Macquarie Asset Management (MAM) in June 2018. Annerstedt has been a portfolio manager since 2013. Previously, she was a member of the investment committee of a European Union fund dedicated to the financing of companies. Between 1999 and 2009, she managed award-winning European Small Cap and Global Equity portfolios at SEB Asset Management in Denmark. She started her career in 1996 as a business controller and consultant in Sweden. Annerstedt attended Ecole Supérieur de Commerce in Paris and Marseille and earned a master's degree in finance and international trade from Lund University in Sweden. | ||
Christian Blink | - | 2022 | 2025 |
Rikard Forssmed | - | 2016 | 2022 |
Johan Strand | - | 2014 | 2016 |
Jacob Gemmel | - | 2000 | 2016 |
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