![Johan Carlberg](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Johan Carlberg is a Principal & Lead Portfolio Manager at Alphinity Investment Management Pty Ltd. In addition to his portfolio construction responsibilities, his company focus is on the Healthcare and Materials sectors (excluding Metals & Mining).
He has over 35 years of experience.
He was previously a Senior Vice President and Director, Australian Equities for AllianceBernstein's Australian Equities fund, responsible for managing Alliance's Australian equities portfolios, from 2003-2010.
Prior to joining Alliance, he worked with Robur Asset Management in Sweden as Equities Portfolio Manager, managing domestic as well as international equity portfolios.
Previously he worked with BZW Australia as an Equities Research Analyst, leaving the firm as Associate Director.
He started his career with Ohman Fondkommission in Sweden as an Equities Research Analyst covering the Pulp & Paper sector.
Mr. Carlberg received a Bachelor of Economics and Business Administration from the prestigious Stockholm School of Economics.
Anciens postes connus de Johan Carlberg
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2024 |
AllianceBernstein Australia Ltd.
 AllianceBernstein Australia Ltd. Investment ManagersFinance ABAL is a research-driven, value-oriented manager which follows both a top-down and bottom-up investment process. The firm's investment services consist of equities, fixed-income, multi-asset and alternatives. The investment management team collectively determines preferred portfolio positions and constructs portfolios with securities that are fundamentally attractive and undervalued based on bottom-up credit research. Portfolio construction aims to consistently maintain portfolio risk positions by incorporating the best ideas generated from their research process. ABAL also uses in-house developed systems to implement and manage multiple risk positions across portfolios. | Head-Equity Investments | 01/05/2010 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
AllianceBernstein Australia Ltd.
AllianceBernstein Australia Ltd. Investment ManagersFinance ABAL is a research-driven, value-oriented manager which follows both a top-down and bottom-up investment process. The firm's investment services consist of equities, fixed-income, multi-asset and alternatives. The investment management team collectively determines preferred portfolio positions and constructs portfolios with securities that are fundamentally attractive and undervalued based on bottom-up credit research. Portfolio construction aims to consistently maintain portfolio risk positions by incorporating the best ideas generated from their research process. ABAL also uses in-house developed systems to implement and manage multiple risk positions across portfolios. | 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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