At conferences, meetings can be of lower quality as management teams are busy: they meet many investors and are not as relaxed.
Arne Karlsson of Alecta, one of the largest pension fund managers in Europe, talks to Gill Newton about his investment triggers, favorite stocks and why site visits are better than conferences for meeting companies
Pension funds are not high-profile investors but they do command substantial assets. A case in point is Alecta: Sweden’s largest pension fund manages roughly SEK685 bn ($82 bn) for 2 mn individuals and 33,000 corporate clients, with SEK285 bn in equities.
Arne Karlsson is a buy-side analyst at Alecta, covering capital goods and industrial stocks. He joined the pension fund in 1995, following roles at Swedish investment bank Öhman Fondkommission and United Securities in London. He began
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