Excalibur
About Excalibur Asset Management AB
Excalibur Asset Management is a small, independent fund management company that manages the Excalibur Fixed Income hedge fund. Excalibur Fixed Income is an interest rate hedge fund with a focus on absolute returns regardless of market conditions. Launched in 2001, the fund managed to deliver a profit immediately, and it has subsequently grown organically over twenty years. The aim is to offer private savers and investors a stable return at the lowest possible risk. Excalibur consists of a small, well-informed, and qualified team where each employee's expertise is crucial to success.
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Head Office
: Stockholm
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Chairman
: Johan Andersson
Significant events 2024
Continued stable returns well above the risk-free rate
Strong and growing interest from customers old and new
Sound conditions for savings with interest in 2025 and beyond
"We position the fund to deliver a stable annual return, which was 7.34 percent in 2024. In credit-proofed instruments with good liquidity, we continued to deliver in line with our long-term target"
Thomas Pohjanen
CEO, Excalibur
SEK 878 M
Assets Under Management
6
Employees
51%***
Share
The share of Excalibur's capital amounts to 40 percent and votes to 51 percent
