Simplicity AB
Overview
Simplicity AB is an independent, partner-owned fund company headquartered in Varberg, Sweden. Since 2002, it has been authorized by the Swedish Financial Supervisory Authority to manage investment funds. The firm offers a range of equity and fixed income funds, aiming to provide stable returns with lower risk for its clients. Simplicity manages approximately 27 billion SEK for private investors, institutions, and companies, with funds accessible directly through the company or via domestic and international agents. The company's investment philosophy emphasizes achieving good long-term risk-adjusted returns. Its active, structured, and disciplined investment processes focus on well-managed quality companies that meet criteria for responsible and sustainable investments. Rigorous risk assessment is integral to their approach, and diversifying risk by investing in various companies across different industries enables them to generate favorable risk-adjusted returns over time. Simplicity's team comprises 25 employees with extensive experience in fund and portfolio management. With offices in Varberg, Stockholm, Gothenburg, and Palma, they offer asset management, advisory services, and investment management for institutional clients, companies, and individuals. The firm's commitment to responsible investments is evident through its participation in the UN Global Compact, where it has been an active participant since October 2023, with a net-zero commitment. Simplicity's funds include both equity and fixed income offerings. Their equity funds focus on high-quality companies benefiting from thematic drivers, while their fixed income funds aim to generate recurring income while preserving invested capital. The firm has received prestigious awards, including recognition as the best fixed income house in Sweden by Morningstar in 2018. Simplicity's investment philosophy emphasizes achieving good long-term risk-adjusted returns. Its active, structured, and disciplined investment processes focus on well-managed quality companies that meet criteria for responsible and sustainable investments. Rigorous risk assessment is integral to their approach, and diversifying risk by investing in various companies across different industries enables them to generate favorable risk-adjusted returns over time.
Investment Focus
- Investment horizon: 5+ years
- Risk tolerance: Medium to high
Portfolio Companies
Reach Simplicity AB directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Simplicity AB
What sectors does Simplicity AB invest in?
Simplicity AB invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Varberg, Hallands Län, Sweden. Simplicity AB is listed as a mutual fund in the ConnectSafely investor database.
What stage does Simplicity AB invest at?
Simplicity AB backs companies at Growth and Late Stage, writing cheques of 100K - 10M.
Which regions does Simplicity AB invest in?
Simplicity AB invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Simplicity AB?
Team members listed for Simplicity AB include Hans Bergqvist (Partner/CIO) and Henrik Tingstorp (Partner/Fund manager).
What companies has Simplicity AB invested in?
Simplicity AB's portfolio includes Ericsson, Atlas Copco, Investor AB, AstraZeneca, SKF, ABB, H&M and Electrolux.
How do I contact Simplicity AB?
Simplicity AB's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
