Profile
Mr. Jonas Palmqvist is a Founder & Portfolio Manager at Alphinity Investment Management Pty Ltd. His focus is on the Healthcare,Utilities and Materials sectors as well as portfolio construction oversight.
He has over 28 years of experience.
He was previously a Senior Portfolio Manager / Analyst at AMP Capital in Sydney, Australia, He was responsible for managing the Core Equity portfolios in the Australian Fundamental Equities team from 2011-2015, as well as covering the Australian bank sector as an equity analyst.
Prior to joining AMP Capital, he worked from 2003-2010 at Swedbank Robur Asset Management in Stockholm, Sweden, managing international as well as domestic equity portfolios, and covering US and European stocks across the consumer and industrials sectors.
Previously, he worked at Merrill Lynch in London, UK as an Equity Analyst covering European media stocks.
He started his career with Swedbank Markets in Sweden in 1996 as an Equity Analyst, covering sectors ranging from banks, industrials, property and media.
He holds a Master’s degree in Finance from the University of Gothenburg School of Business, Economics and Law.
Jonas Palmqvist active positions
| Companies | Position | Start |
|---|---|---|
Alphinity Investment Management Pty Ltd.
Alphinity Investment Management Pty Ltd. Investment ManagersFinance Alphinity is a specialist, active manager of Australian and Global equity funds which aims to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations. The firm uses a unique combination of fundamental and quantitative research when constructing the portfolios. | Portfolio Manager-Equities | 01/07/2015 |
Mercuri International Group AB
Mercuri International Group AB Miscellaneous Commercial ServicesCommercial Services Provides sales consulting, management training, and performance improvement services | Director/Board Member | 01/05/2021 |
Former positions of Jonas Palmqvist
| Companies | Position | End |
|---|---|---|
AMP Capital Investors Ltd.
AMP Capital Investors Ltd. Investment ManagersFinance Dexus is an active manager which invests in equity, fixed-income, real estate, infrastructure, and multi-asset and diversified securities. Their investment approach is driven by research, access to their global network and progressive portfolio construction following proprietary processes. Portfolio managers focus on specific markets while maintaining flexibility to invest opportunistically. The firm's investment process is a combination of top-down and bottom-up approaches. In addition to equity portfolios, Dexus manages yield-oriented strategies invested in government and non-government debt, emerging market debt, hybrid securities, derivatives, infrastructure debt, listed and direct real estate. They also manage hedge funds, including an Australian market neutral strategy which follows an enhanced index investment approach. They are also a major wholesale real estate manager and design real estate-backed investment products. | Analyst-Equity | 01/06/2015 |
Swedbank Robur Fonder AB
Swedbank Robur Fonder AB Investment ManagersFinance Swedbank Robur aims to create sustainable, long-term return for their investors, while also contributing to the development of society and the environment. All their funds have a strict sustainability overlay where all managers use the firm’s proprietary ESG platform, RobuS, which uses both external and internal analysis to share and evaluate sustainability data. The firm actively selects companies based on fundamental and quantitative analysis. | Portfolio Manager-Equities | 31/12/2010 |
Merrill Lynch, Pierce, Fenner & Smith Ltd.
Merrill Lynch, Pierce, Fenner & Smith Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 28/01/2002 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Swedbank Robur Fonder AB
Swedbank Robur Fonder AB Investment ManagersFinance Swedbank Robur aims to create sustainable, long-term return for their investors, while also contributing to the development of society and the environment. All their funds have a strict sustainability overlay where all managers use the firm’s proprietary ESG platform, RobuS, which uses both external and internal analysis to share and evaluate sustainability data. The firm actively selects companies based on fundamental and quantitative analysis. | Finance |
AMP Capital Investors Ltd.
AMP Capital Investors Ltd. Investment ManagersFinance Dexus is an active manager which invests in equity, fixed-income, real estate, infrastructure, and multi-asset and diversified securities. Their investment approach is driven by research, access to their global network and progressive portfolio construction following proprietary processes. Portfolio managers focus on specific markets while maintaining flexibility to invest opportunistically. The firm's investment process is a combination of top-down and bottom-up approaches. In addition to equity portfolios, Dexus manages yield-oriented strategies invested in government and non-government debt, emerging market debt, hybrid securities, derivatives, infrastructure debt, listed and direct real estate. They also manage hedge funds, including an Australian market neutral strategy which follows an enhanced index investment approach. They are also a major wholesale real estate manager and design real estate-backed investment products. | Finance |
Mercuri International Group AB
Mercuri International Group AB Miscellaneous Commercial ServicesCommercial Services Provides sales consulting, management training, and performance improvement services | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith Ltd.
Merrill Lynch, Pierce, Fenner & Smith Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Alphinity Investment Management Pty Ltd.
Alphinity Investment Management Pty Ltd. Investment ManagersFinance Alphinity is a specialist, active manager of Australian and Global equity funds which aims to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations. The firm uses a unique combination of fundamental and quantitative research when constructing the portfolios. | Finance |
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