- Advertisement -
- Advertisement -

Related

Kristofer Barrett Back to Managing Tech Fund

Industry Report

- Advertisement -

Stockholm (HedgeNordic) – Kristofer Barrett, the former portfolio manager of the multi-billion-dollar Swedbank Robur Technology fund, has returned to managing a technology-focused equity fund. After joining French asset manager Carmignac in April, Barrett will now oversee the Carmignac Portfolio Tech Solutions fund. As an Article 9 fund under the Sustainable Finance Disclosure Regulation (SFDR), this fund is one of the few tech funds in Europe with a sustainable investment objective.

“Our technology fund is designed to capture today, the growth of tomorrow by investing sustainably in companies with superior management creating indispensable products, driving innovation and providing solutions for a changing world,” says Barrett. He managed Swedbank Robur’s technology equity strategy from March 2020 to February this year before joining Carmignac in April. Swedbank Robur Technology oversees about SEK 163 billion in assets under management. At Carmignac, Barrett has been managing the global equity strategy, Carmignac Investissement, and co-managing the flexible multi-asset strategy, Carmignac Patrimoine.

“Our technology fund is designed to capture today, the growth of tomorrow by investing sustainably in companies with superior management creating indispensable products, driving innovation and providing solutions for a changing world.”

Kristofer Barrett

Carmignac Portfolio Tech Solutions employs a blended approach that integrates a growth-focused investment strategy with value opportunities. Barrett strives to maintain a flexible and concentrated portfolio, investing in companies of all market capitalizations with a bias towards the US and Asia to cover the full innovation value chain. According to the Carmignac team, the sector is experiencing renewed acceleration, catalyzed by artificial intelligence (AI) fostering new leaders and expanding boundaries, marking the onset of a fresh technology cycle.

“With technology becoming more pervasive, we believe Kristofer is the ideal portfolio manager to navigate this unchartered phase.”

Maxime Carmignac, Chief Executive Officer of Carmignac UK and head of strategic product development at Carmignac.

“Technology has been a high conviction investment theme at Carmignac for many years. With technology becoming more pervasive, we believe Kristofer is the ideal portfolio manager to navigate this unchartered phase,” comments Maxime Carmignac, Chief Executive Officer of Carmignac UK and head of strategic product development at Carmignac. “He has demonstrated his great stock-picking abilities in both rising and declining markets, resulting in considerable and consistent outperformance,” she adds. “I am looking forward to introducing this new investment solution to our clients, many of whom are eager to gain exposure to tomorrow’s tech champions via a highly selective approach.”

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

Eugeniu Guzun
Eugeniu Guzun
Eugeniu Guzun serves as a data analyst responsible for maintaining and gatekeeping the Nordic Hedge Index, and as a journalist covering the Nordic hedge fund industry for HedgeNordic. Eugeniu completed his Master’s degree at the Stockholm School of Economics in 2018. Write to Eugeniu Guzun at eugene@hedgenordic.com

Latest Articles

Formue Highlights Private Credit’s Role in New Economic Era

Nordic wealth manager Formue has long prided itself on delivering institutional-grade investment solutions to high-net-worth individuals. As global economic conditions shift, Formue sees an important role...

Chelonia Select Builds on Solid 2024

Stock-picking hedge fund Chelonia Select is off to a strong start in 2025 with an 8.3 percent gain through the end of May, building...

CABA Capital Expands the Flex Series

Danish fixed-income boutique CABA Capital has launched the third vintage of its leveraged, closed-end fixed income strategy: CABA Flex3. The fund aims to deliver...

Aegon AM Launches Capital Call Finance Fund

Aegon Asset Management has launched the Aegon Capital Call Finance Fund, providing institutional investors with access to the capital call finance market – a...

Evli’s Co-Investment Strategy: Opening the Door to Direct Private Equity Deals

Co-investing alongside private equity funds has become increasingly important for institutional investors seeking greater control, reduced fees, and selective deal exposure. Once reserved for...

From Loans to Layers: Navigating the CLO Capital Stack

Collateralized Loan Obligations (CLOs) play an important role in credit markets by bridging the capital needs of corporate borrowers with the return objectives of...

Allocator Interviews

In-Depth: High Yield

Voices

Request for Proposal

- Advertisement -
HedgeNordic
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.