Bjarte Espedal

Portfolio Manager - Equities @ Folketrygdfondet

About

Extensive experience in the financial markets, from equity analyst to portfolio manager, sellside to buyside and enhanced indexing to active management. Proven and strong track-record of creating excess returns in Norway’s two sovereign wealth funds. Espedal managed the largest fund within Norges Bank Investment Management, and currently manages the industrial space within Folketrygdfondet. Global leadership experience from London, Shanghai, Boston, New York and Oslo.

Country

City

Norway

Industry

Investment Management

Skill

Porteføljeforvaltning, Teamledelse, Equity Research, Enhanced Indexing, Capital Markets, ECM, Corporate Actions, Pair Trading, Python, SQL, Microsoft Excel

Experience

Portfolio Manager - Equities

Folketrygdfondet

2023-10 - Present · 3 yrs

Oslo, Norge

* Folketrygdfondet is the manager of Norway's Government Pension Fund Domestic. * Focus: Nordic industrials / capital goods.

Head of Equity Enhanced Indexing Americas / Senior Portfolio Manager

Norges Bank Investment Management

2018-5 - 2023-9 · 5 yrs 5 mos

New York, Delstaten New York, USA

* NBIM is the manager of Norway's Government Pension Fund Global. * Head and lead portfolio manager of the Americas book, NBIM’s largest portfolio.

Portfolio Manager

Norges Bank Investment Management

2018-1 - 2018-4 · 4 mos

New York, New York, United States

Associate Portfolio Manager

Norges Bank Investment Management

2015-7 - 2017-12 · 2 yrs 6 mos

New York, New York, United States

Trainee - Investment Talent Programme

Norges Bank Investment Management

2011-9 - 2015-6 · 3 yrs 10 mos

* Oslo (Year 1), London (Year 2), Shanghai & Singapore (Year 3), Boston (Year 4). Offered PM position in New York after finalizing traineeship.

Equity Research Associate

UBS

2012-8 - 2013-8 · 1 yr 1 mo

London og omegn, Storbritannia

* Focus: European Utilities * Our team was named the #1 European Utilities team in both the Institutional Investor and Extel rankings in 2013.

Education

MIT Sloan School of Management

2014 - 2015 · 1 yr

Norwegian School of Economics (NHH)

Economic Analysis (ECO)

2006 - 2011 · 5 yrs

* Master of Science in Economic Analysis (analytical coursework) + Bachelor of Science in Economics and Business Administration * Teaching Assistant in Mathematics for Economists, Capital Budgeting & Finance and Statistics for Economists * Summer School at Harvard University 2008