![Stefan Bengt Emil Karlsson](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>)
Stefan Bengt Emil Karlsson
Directeur de la Recherche - Actions chez
Aureus Asset Management LLC
Profil
Mr. Stefan B. Karlsson, CFA MBA, is a Partner & Director of Research at Aureus Asset Management LLC.
He joined in 2011 as Director of Research for the Core Equity Strategy and serves as co-portfolio manager for the Dividend Strategy.
He brings over nine years of experience, largely focused on equity research and commercial credit analysis.
Prior to joining Aureus, Mr. Karlsson was an Associate Director at UBS Investment Research, where he was an Associate Research Analyst focused on the consumer and financial sectors.
Before business school, he worked at Paulson & Co. as an Operations Analyst and at Valley National Bank performing commercial credit analysis.
He is a CFA charterholder.
He received his BA from Brown University and an MBA from NYU’s Stern School of Business.
Postes actifs de Stefan Bengt Emil Karlsson
| Sociétés | Poste | Début |
|---|---|---|
Aureus Asset Management LLC
 Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships. | Directeur de la Recherche - Actions | 01/01/2011 |
Anciens postes connus de Stefan Bengt Emil Karlsson
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/05/2011 |
Valley National Bank (Passaic, New Jersey)
 Valley National Bank (Passaic, New Jersey) Major BanksFinance Provides national commercial banking services | Corporate Officer/Principal | - |
Paulson & Co., Inc.
 Paulson & Co., Inc. Investment ManagersFinance PCI’s investment strategies are all based on the same underlying investment philosophy of capital preservation and low correlation to the broad markets. They perform fundamental and legal analysis on investments, including reviews of company financials and review of legal documentation related to proposed investment opportunities. The firm seeks to achieve positive excess returns through trading the securities and/or derivatives thereon of companies that are the subject of proposed changes in corporate structure or control such as tender offers, mergers, spin-offs, proxy contests, liquidations, recapitalizations, restructurings and bankruptcy reorganizations. | Corporate Officer/Principal | - |
Formation de Stefan Bengt Emil Karlsson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Paulson & Co., Inc.
Paulson & Co., Inc. Investment ManagersFinance PCI’s investment strategies are all based on the same underlying investment philosophy of capital preservation and low correlation to the broad markets. They perform fundamental and legal analysis on investments, including reviews of company financials and review of legal documentation related to proposed investment opportunities. The firm seeks to achieve positive excess returns through trading the securities and/or derivatives thereon of companies that are the subject of proposed changes in corporate structure or control such as tender offers, mergers, spin-offs, proxy contests, liquidations, recapitalizations, restructurings and bankruptcy reorganizations. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valley National Bank (Passaic, New Jersey)
Valley National Bank (Passaic, New Jersey) Major BanksFinance Provides national commercial banking services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aureus Asset Management LLC
Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships. | Finance |
