Optimum Quantvest Corporation

Optimum Quantvest Corporation
600 Summer Street
Suite 203
Stamford, CT 06901
Telephone: (203) 425-1420
Fax: (203) 425-1432
www.optimumquantvest.com

Articles by Optimum Quantvest Corporation

Jan Erik Wärneryd
Senior Portfolio Manager

Jan Warneryd

Prior to joining Hillswick in 2008 as Senior Portfolio Manager for the S&P 500 Sector Selection Strategy, Jan Erik was a Global Macro Portfolio Manager at Tudor Investment Corp, where he managed investments in Equity Indices, Foreign Exchange and Fixed Income. Prior to Tudor, Jan Erik was the Head of Global Macro Proprietary trading within the Fixed Income Division at Morgan Stanley in New York. From 1996 until early 2003, Jan Erik worked for SEB, first as Proprietary Trader in the New York office and subsequently as Portfolio Manager at SEB Asset Management, which was the predecessor of Hillswick Asset Management, LLC. Jan Erik has also held positions with Kidder Peabody, Skandia, Stora and SHB. He holds a B.Sc. in Business and Economics from the University of Stockholm and has been a CFA (Certified Financial Analyst) charter holder since 1998.

Anders Ekernäs
Chairman and Chief Investment Officer

Anders Ekernas

Anders Ekernäs is the Chairman and Chief Investment Officer of Hillswick Asset Management, LLC, which was formed by Mr. Ekernas and his senior associates in a 2004 MBO agreement with SEB Skandinaviska Enskilda Banken AB (publ.).

Mr. Ekernäs was the President and Chief Investment Officer of SEB Asset Management America, Inc. and its predecessor company for a 17-year period 1987 – 2004, having founded the firm in July 1987.

Between 1981 and 1987, Mr. Ekernas was the Chief Investment Officer of Sirius International Insurance Co., a Stockholm, Sweden based reinsurance company with most of its business and investments conducted in U.S. dollars, thereby laying the groundwork for the 1987 founding of a U.S. based institutional investment management advisory firm.

Prior to 1981, Mr. Ekernäs held various finance positions at Sirius International Insurance Co. and at the Stockholm, Sweden branch of Zurich Insurance Co.

Mr. Ekernäs graduated from the Stockholm School of Economics in 1971 with a “Civilekonom” degree (M.Sc/Finance).

More Articles

Are Equities Overvalued?

Are Equities Overvalued?

For several years now there has been a hotly contested debate among investors regarding equity market valuation. We often hear…

Important Risk Information

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA's express written consent.

The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-800-242-0134 download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.

Not FDIC Insured - No Bank Guarantee - May Lose Value.

© 2024 State Street Corporation. All Rights Reserved.

6585411.1.1.AM.RTL
MID001109
4/30/2025