Case Kapitalförvaltning AB

Overview

Case Kapitalförvaltning AB is a Swedish asset management firm specializing in wealth and fund management services. Founded in 2004, the firm has grown to become one of Sweden's most attractive wealth and fund managers, while maintaining its boutique culture. The company offers a full range of active investment products, including equity, fixed income, money markets, and alternative strategies. Their typical clients are high-net-worth individuals, sports stars, and entrepreneurs seeking to protect and enhance their wealth. The firm's investment strategy focuses on managing clients' assets without distraction, emphasizing independence and personalized service. They have a history of advising individuals and families for over a decade, providing tailored solutions to meet their unique financial goals. Case Kapitalförvaltning AB operates with a commitment to delivering long-term value and has a track record of outperforming benchmark indices with several of their funds. In September 2025, Case Kapitalförvaltning AB expanded its portfolio by acquiring the rights to manage the Gaia MicroCap equity fund. This acquisition strengthened their offering in the small-cap segment and aligned with their strategy to grow within active equity management. The addition of Gaia MicroCap, which invests primarily in smaller Nordic companies, complements their existing equity funds and enhances their ability to provide clients with diverse investment opportunities.