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Institutional clients

Since 1906, Lannebo has partnered with private investors and institutions to deliver investment solutions aligned with specific mandates, regulatory frameworks and return targets.

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Lannebo is one of the Nordic region’s leading independent asset managers, offering institutional investors a broad and sophisticated range of actively managed equity and fixed‑income strategies. With nearly 120 years of experience in managing capital, we have built a reputation grounded in expertise, independence, and long-term performance. Our investment professionals maintain a hands‑on approach, conducting company visits, participating in general meetings, and engaging with our portfolio companies.

Institutional clients benefit from our rigorous, research‑driven investment process as well as our commitment to providing dedicated customer service. With transparent communication and a solution‑oriented mindset, Lannebo aims to be a trusted long‑term partner in all market cycles and supporting our clients in achieving sustainable, risk‑adjusted returns.

 

Long-term portfolio strategy

Lannebo provides discretionary portfolio solutions built primarily on Lannebo funds, complemented when appropriate by selected external strategies to achieve the desired profile. Portfolios are constructed within clearly defined mandates, with explicit objectives for return, risk, liquidity and sustainability.

In close dialogue with each client, we translate investment policy and governance requirements into strategic and tactical allocation frameworks, portfolio guidelines and risk limits. Whether the focus is capital preservation, growth or diversification, the aim is to create robust, well-balanced portfolios that can function as a core component of the client’s overall asset allocation.

Portfolio management combines fundamental analysis, quantitative risk tools and continuous monitoring of exposures, ensuring that portfolios remain aligned with objectives as market conditions evolve. Our ambition is to be a reliable and accountable partner through different market environments, providing transparent reporting, clear communication and a structured process for ongoing review and refinement.

 

Fund offering

Lannebo offers a broad range of actively managed equity and fixed income funds for private investors, companies and institutional clients, with strategies spanning Nordic, European and global markets. Each fund has a clearly defined objective, benchmark and risk profile, making it possible to build portfolios that align with specific mandates, regulatory requirements and sustainability goals.

The funds are managed by specialised portfolio teams with deep expertise in their respective areas and a high‑conviction, genuinely active approach to stock and bond selection. Investment decisions are driven by fundamental research, company meetings and ongoing dialogue with issuers, complemented by disciplined risk management and integrated sustainability and ownership work in every strategy.

 

Contact us

For inquiries regarding institutional investments, please contact our Institutional Sales team at institutioner@lannebo.se

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