Swedish Small Caps vs. the World

CFA Society Sweden and Pareto Asset Management invite you to an exciting event on Swedish small caps performance.

Swedish small-cap stocks have proven to be among the most robust performers worldwide from 2005 to date, enduring numerous bull and bear market cycles. Swedish small caps have consistently beaten major benchmarks such as the Stockholm Stock Exchange index, the Nasdaq Composite, and the S&P 500 index.

This sustained outperformance is primarily attributable to their lasting profitability growth, specifically in terms of earnings per share (EPS). The Swedish small and medium-sized enterprise (SME) sector, as a whole, remains exceptionally resilient and continues to experience substantial growth. This phenomenon is not confined to Sweden alone; it has broader implications for the entire Nordic region, which shares similar economic dynamics.

Your speakers:

Jon Hyltner
Portfolio Manager, Enter Fonder AB

Jon Hyltner has been the Portfolio Manager of Enter Småbolagsfond at Enter Fonder AB since September 2019 and Enter Preserve since April 2018. Jon has about 15 years of experience in the stock market. Previously, he worked at Handelsbanken Capital Markets and Swedbank, where he worked as an equity analyst with a focus on Swedish small companies. Jon holds a Master’s in Economics from the Gothenburg School of Business.

Stefan Ericson, CFA
Lead Portfolio Manager, Pareto ESG Global Corporate Bond & Branch Manager 

Stefan Ericson (CFA) is the lead portfolio manager for Pareto Global Corporate Bond and portfolio manager for Pareto Nordic Corporate Bond. He has worked at Pareto since 2014 as Branch Manager of the Stockholm office and is head of the fixed income team. Stefan has experience in currency and fixed-income management since 1997. He holds an MBA from the University of Alabama in Birmingham and has been a Chartered Financial Analyst since 2003.

With the kind support of