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 – currentPortfolio manager, CB Fonder
1994Founder, CB Fonder
1992 – 1993Portfolio manager European stocks, ABB Investment Management
1988 – 1992Head broker, European stocks, ABB Aros Securities
1986 – 1988Head 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 – currentPortfolio 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 – currentPortfolio manager, CB Fonder
2008 – 2009Analyst, 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 – currentSocial Media and Digital Marketing, CB Fonder
2023 – currentIT and Business Development, Sapoto
2021 – 2023Social Media and Digital Marketing, Atle
2020 – 2022Trainee, JM
Education:

Master of Science in Industrial Engineering & Management,
Luleå University of Technology, 2020

Emil Teimert

Analyst

 

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

Team

Carl Bernadotte

Majority owner & Portfolio Manager

 

Born:1955
Financial experience: >35 years, portfolio management and European stock trading
1995 – currentPortfolio manager, CB Fonder
1994Founder, CB Fonder
1992 – 1993Portfolio manager European stocks, ABB Investment Management
1988 – 1992Head broker, European stocks, ABB Aros Securities
1986 – 1988Head 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 – currentPortfolio 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 – currentPortfolio manager, CB Fonder
2008 – 2009Analyst, 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 – currentSocial Media and Digital Marketing, CB Fonder
2023 – currentIT and Business Development, Sapoto
2021 – 2023Social Media and Digital Marketing, Atle
2020 – 2022Trainee, JM
Education:Master of Science in Industrial Engineering,
Luleå University of Technology, 2020

Emil Teimert

Analyst

 

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

Board of Directors

Jan Malmgren

Chairman of the Board

Financial consultant. Previously employed as director at Öhman Fondkommission and SBC Arbitech (UBS Stockholm).

Carl Bernadotte

Board Member

Majority owner and portfolio manager, CB Fonder.

Nils Bildt

Board Member

Former founder, co-owner and chairman of the board of Teleopti AB, a niche-oriented multinational software optimizing company. Previously at Digital Equipment AB in Sweden and Sv Tändsticks AB in Sweden, South- and North America. Colonel at the Swedish Life Guards.

Christoffer Saidac

Board Member

Lawyer and partner at Hannes Snellman Attorneys Ltd. Has previously worked within Vinges Corporate Finance och Capital Markets departments. Chairman of the board of Sivers Urban Fonder AB.

Anders Olsson

Board Member

Various roles within fund and capital management from Öhman Fondkommission, Aros Fondkommission, Nordea, ABN Amro, SEB, and others. Entrepreneur in agriculture and forestry.

Elsa Bernadotte

Board Member

Co-founder and President of Karma, a food app allowing consumers to buy high-quality, discounted food from local food retailers with ultimate goal to solve global food waste. Former co-founder of Pop Fruits, a healthy ice-cream alternative, acquired by Elementree Nutrition in 2016. BSc in Business and Economics from the Stockholm School of Economics.

Fredrika Bernadotte

Board Member

Founder and CEO of Prion, a nordic software company providing digital services for the child care sector. Master’s degree from Stockholm School of Economics. Board member of the fund management committee for officer training at the Salvation Army.

Board of Directors

Jan Malmgren

Chairman of the Board

Financial consultant. Previously employed as director at Öhman Fondkommission and SBC Arbitech (UBS Stockholm).

Carl Bernadotte

Board Member

Majority owner and portfolio manager, CB Fonder.

Nils Bildt

Board Member

Former founder, co-owner and chairman of the board of Teleopti AB, a niche-oriented multinational software optimizing company. Previously at Digital Equipment AB in Sweden and Sv Tändsticks AB in Sweden, South- and North America. Colonel at the Swedish Life Guards.

Christoffer Saidac

Board Member

Lawyer and partner at Hannes Snellman Attorneys Ltd. Has previously worked within Vinges Corporate Finance och Capital Markets departments. Chairman of the board of Sivers Urban Fonder AB.

Anders Olsson

Board Member

Various roles within fund and capital management from Öhman Fondkommission, Aros Fondkommission, Nordea, ABN Amro, SEB, and others. Entrepreneur in agriculture and forestry.

Elsa Bernadotte

Board Member

Co-founder and President of Karma, a food app allowing consumers to buy high-quality, discounted food from local food retailers with ultimate goal to solve global food waste. Former co-founder of Pop Fruits, a healthy ice-cream alternative, acquired by Elementree Nutrition in 2016. BSc in Business and Economics from the Stockholm School of Economics.

Fredrika Bernadotte

Board Member

Founder and CEO of Prion, a nordic software company providing digital services for the child care sector. Master’s degree from Stockholm School of Economics. Board member of the fund management committee for officer training at the Salvation Army.