The full article is only available to subscribers
If you’re new to Tell Media Group, create an account first.
Read more about our membershipsBeing patient enough as a fund selector, while avoiding complacency
Jonatan Lehtinen, portfolio & fund selection manager at Finnish CapMan Wealth, talks about the investment categories they’ve focused on recently to be well placed for market rotations as well as the importance of balancing patience with action.
What is today CapMan Wealth started life as JAM Advisors in 2012. At the time it was a Finnish technology and solutions-oriented reporting, analysis and wealth management firm. JAM Advisors core offering, and part of the firm’s service concept, was its proprietary X-Ray service platform, which enabled a transparent look-through and analysis of each client’s overall wealth. The company was acquired by CapMan in early 2019 and in 2020 CapMan separated the technology platform from the wealth management business and formed JAY Solutions. This company was sold to Swedish Bas Invest in 2023. Today, CapMan Wealth continues to provide wealth
Discussing trends in manager selection
2026-04-29
At the end of April, Tell Media Group hosted its 19th annual Nordic Fund Selection Forum in Stockholm where Ahmed Mohamoud from bfinance and Johanna Juujärvi from Finnish Aktia shared their thoughts on trends in...
How Nordic fund selection evolved over a decade
2026-05-22
The art of picking fund managers in the Nordic institutional market looks very different today than it did in the mid-2010s. That’s clear after an extensive review of the content of Nordic Fund Selection Award...
The challenges and excitement of managing emerging market equities
2026-05-21
Thomas Wilson, head of emerging market equities at Schroders, talks about their process and philosophy, getting the big four right and investment opportunities beyond the AI tech cycle.
An evaluation of Nordic asset owners 2015 – 2025
2026-05-18
Tell Media Group has published a new report where we’ve evaluated the development of the asset owner landscape in the Nordic region by contrasting the content of our Nordic Investor Insight reports from 2015 –...
Understanding the hidden costs of indexing
2026-04-21
Jim Whittington, a senior portfolio manager and vice president at Dimensional Fund Advisors, will join the annual Nordic Fund Selection Forum in Stockholm on April 23. Here he explores why investors should consider a systematic...
A journey to becoming a solution provider
2026-04-20
Andreas Uller, CEO of Carnegie Fonder, talks about the benefits of participating in the FTN procurement, company culture and the impact of industry consolidation.
The market will start to differentiate between winners and losers
2026-04-16
Jack Stephenson, a US high yield investment specialist at BNP Paribas Asset Management, will join the annual Nordic Fund Selection Forum in Stockholm on April 23. Here he talks, among other things, about the three...
Private credit and other alternative fixed income opportunities
2026-04-15
Earlier this year, Tell Media Group together with Barings, Lazard Asset Management, Morgan Stanley Investment Management and RBC BlueBay Asset Management gathered Swedish investors for a discussion on opportunities and challenges in alternative fixed income.
Finding AI winners outside of tech
2026-04-15
Ben Rogoff, a partner in the technology team at Polar Capital, will join the annual Nordic Fund Selection Forum in Stockholm on April 23. In an interview with Tell Media Group he talks about the...
Japan: The anchor is lifting
2026-05-25
For decades, Japan has acted as a quiet anchor for global interest rates. Extremely low domestic yields, large capital outflows and persistent demand for long-duration assets have helped suppress both risk-free rates and term premia...