Patrik Sjöblom


Senior Global Equities
Bell Asset Management

Patrik Sjoblom is a Senior Global Equities Analyst and has 20 years experience in the securities and investment management industries, including 6 years at Bell Asset Management. Patrik gained his equities research skills while working in Stockholm, London and Melbourne. Patrik has primary research responsibilities for eligible stocks that pass the quantitative screening in the Industrials sector and secondary research coverage responsibilities over Energy and Materials sectors. Patrik joined Bell Asset Management in March 2011. Prior to joining, he was a Senior Investment Analyst covering Nordic Capital Goods at Crédit Agricole Cheuvreux in Stockholm for 8 years. Patrik was also Sector Co-ordinator for Capital Goods at Nordea Securities in Stockholm and Director at UBS Warburg, London covering European Capital Goods. He was also an Equities Analyst at Skandia Investment Management in Stockholm. During his career Patrik specialised in the Capital Goods and Automobile and Components sub-sectors gaining significant insight into the Industrials, CD, Energy, Materials and Utilities sectors. Patrik has a Master of Science degree with a double major in Finance and Economics from the University of Stockholm (1996) and attended Law School at the University of Stockholm in 1992-1995. In the 2010 Extel Survey he was voted No 5 best Nordic Equities analyst and his team was voted No 1 in Extel’s European SMID Cap equity research.


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Navigating industrials after the ‘Trump trade’

Patrik Sjöblom

Since the day before the US Presidential Elections on 8 November 2016 until 31 March 2017, MSCI World Industrials has returned 12.8% in AUD-terms, outperforming MSCI World by 0.9ppt. Analysing stocks and sub sectors within Industrials, we conclude that this has not been a ‘junk rally’ driven by the low-profitability... Show More

Five new research ideas

Patrik Sjöblom

During the course of three weeks on the road that took me through Washington, New York, London, Stockholm, and Japan, I met with 52 companies, 5 of which are new names that we have identified as priorities to undertake deeper research work on. This trip also allowed me to attend... Show More

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