Profile
Mr. Johan Carlberg is a Principal & Lead Portfolio Manager at Alphinity Investment Management Pty Ltd.
In addition to his portfolio construction responsibilities, his company focus is on the Healthcare and Materials sectors (excluding Metals & Mining).
He has over 35 years of experience.
He was previously a Senior Vice President and Director, Australian Equities for AllianceBernstein's Australian Equities fund, responsible for managing Alliance's Australian equities portfolios, from 2003-2010.
Prior to joining Alliance, he worked with Robur Asset Management in Sweden as Equities Portfolio Manager, managing domestic as well as international equity portfolios.
Previously he worked with BZW Australia as an Equities Research Analyst, leaving the firm as Associate Director.
He started his career with Ohman Fondkommission in Sweden as an Equities Research Analyst covering the Pulp & Paper sector.
Mr. Carlberg received a Bachelor of Economics and Business Administration from the prestigious Stockholm School of Economics.
Former positions of Johan Carlberg
| Companies | Position | End |
|---|---|---|
Alphinity Investment Management Pty Ltd.
 Alphinity Investment Management Pty Ltd. Investment ManagersFinance Alphinity Investment Management Pty Ltd. (Alphinity) is a mutual fund management firm headquartered in Sydney, Australia. Formerly known as Challenger Alpha Aust Shares AFSL Pty Ltd., the firm was founded in 2010 and is a subsidiary of Challenger Ltd. (ASX: CGF). They offer and manage equity funds for their private and institutional investors. Alphinity is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Chief Investment Officer | 2023-12-31 |
AllianceBernstein Australia Ltd.
 AllianceBernstein Australia Ltd. Investment ManagersFinance AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors. | Head-Equity Investments | 2010-04-30 |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Alphinity Investment Management Pty Ltd.
Alphinity Investment Management Pty Ltd. Investment ManagersFinance Alphinity Investment Management Pty Ltd. (Alphinity) is a mutual fund management firm headquartered in Sydney, Australia. Formerly known as Challenger Alpha Aust Shares AFSL Pty Ltd., the firm was founded in 2010 and is a subsidiary of Challenger Ltd. (ASX: CGF). They offer and manage equity funds for their private and institutional investors. Alphinity is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
AllianceBernstein Australia Ltd.
AllianceBernstein Australia Ltd. Investment ManagersFinance AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors. | Finance |
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