We are a small and
experienced team.

CB Fonder is a family and partner-owned securities company founded in 1994 and supervised by the Swedish Financial Supervisory Authority (Finansinspektionen). We offer both private and institutional investors our management through the european fund CB European Quality Fund and the global environmental fund CB Save Earth Fund.

All investments are guided by an ethical and sustainable framework, and our management concept is based on truly active management (independent of index). Our aim is to generate a high and competitive risk-adjusted return with lower risk and lower drawdown compared to the benchmark index. We have worked with an ethical framework for over 25 years and with environmental investments for over 15 years.

Our portfolio management team consists of Carl Bernadotte, Marcus Grimfors and Alexander Jansson, who have a combined experience of over 60 years and have worked together for over 15 years. The funds are managed jointly by the three managers, and all three managers must agree on each investment decision. Our guiding principles in the portfolio management are active, ethical and long-term.

Strengths in smaller teams

It is easier to establish robust relationships with deep trust in small teams.
Group affiliation, individual responsibility and the sense of collective ownership of portfolios are strengthened in smaller teams.
Good investment decisions are based on cooperation to identify which data is important. A small team with few communication paths facilitates collaboration
and enhances the decision-making process.

Supervision and outsourced operations

The fund company for the CB European Quality Fund is Luxcellence Management Company S.A. Luxembourg, and the depositary is CACEIS Bank Luxembourg. The fund company for the CB Save Earth Fund is FundRock Management Company S.A., and the depositary is SEB S.A. CB Fonder is responsible for the daily management of the funds, while the fund companies and fund administrators are responsible for all deposits/withdrawals in the funds, daily valuation, customer registers, etc. Thus, the counterparty risk against CB Fonder consists of management risk.

LEI for CB Fonder: 549300OW8GZUKSGDZF75.

Auditor: BDO Mälardalen AB, Box 6343, 102 35 Stockholm, SWEDEN.

Compliance function: Wesslau Söderqvist Advokatbyrå with Johan Grenefalk as main responsible.

Risk Manager: RPM Risk & Portfolio Management AB with Christina Bergkvist as main responsible.

Responsible for the handling of complaints: The company’s CEO, Alexander Jansson

Accounting: Adetto AB

IT: Performex Data AB

How we work

Our passion for environmental and ethical investments is part of every decision we make. We have operated under an ethical framework for over 25 years and have been involved in environmental investments for over 15 years. This has established us as pioneers in environmental and ethical investing. We invest long-term in high-quality growth companies with sustainable business models and stable profit growth.

Active

We are independent, chart our own course, and always make our own active investment decisions that are independent of the index.

Ethical

We invest in quality companies, according to ethical guidelines and frameworks for sustainable investments from UN PRI and SWESIF.

Long-term

We invest long-term in companies with future potential. If the companies we’ve invested in deliver according to plan, then they stay in our portfolio.

Team

Carl Bernadotte

Majority owner & Portfolio Manager

Born:	1955
Financial experience:	>35 years, portfolio management and European stock trading
1995 – current	Portfolio manager, CB Fonder
1994	Founder, CB Fonder
1992 – 1993	Portfolio manager European stocks, ABB Investment Management
1988 – 1992	Head broker, European stocks, ABB Aros Securities
1986 – 1988	Head broker, European stocks, Svenska Handelsbanken
Education:	Master of Science in Business and Economics, Stockholm University, 1979
Holdings in the funds:	Owns shares in CB European Quality Fund and CB Save Earth Fund

Marcus Grimfors

Partner & portfolio manager

Born:	1981
Financial experience:	>15 years
2008 – current	Portfolio manager, CB Fonder
Education:	Bachelor of Science in Business and Economics, Stockholm University, 2007 Master of Science in Engineering Physics, Royal Institute of Technology, Stockholm, 2005
Holdings in the funds:	Owns shares in CB European Quality Fund and CB Save Earth Fund

Alexander Jansson

CEO, partner & portfolio manager

Born:	1983
Financial experience:	>15 years
2009 – current	Portfolio manager, CB Fonder
2008 – 2009	Analyst, Acacia Partners (current: Alder)
Education:	Master of Science in Business Administration and Bachelor of Science in Economics, Uppsala University, 2008
Holdings in the funds:	Owns shares in CB European Quality Fund and CB Save Earth Fund

Cecilia Sjöberg

Social Media and Digital Marketing

Born:	1997
2023 – current	Social Media and Digital Marketing, CB Fonder
2023 – current	IT and Business Development, Sapoto
2021 – 2023	Social Media and Digital Marketing, Atle
2020 – 2022	Trainee, JM
Education:	Master of Science in Industrial Engineering & Management, Luleå University of Technology, 2020

Emil Teimert

Analyst

Born:	1997
2022 – current	CB Fonder
Education:	Master of Science in Civil Engineering, Royal Institute of Technology, 2018-2024 Bachelor of Science in Business and Administration Stockholm University, 2022