OQAM
OQAM is a Swedish Finansinspektionen-authorized securities firm that develops and implements fundamental and quantitative investment strategies for professional investors and financial firms, delivered through the ia fund, Mercurius Credit Fund, and discretionary mandates.
- Company typePrivate
- Founded2016
- HeadquartersMalmö, Sweden
- Headcount1–10
- GTM typeB2B
- OfferingServices
What OQAM does
OQAM AB is a Swedish securities company (värdepappersbolag) founded in 2016 in Malmö by Andreas Olsson (CEO) and Thorbjörn Wallentin (CIO). The firm develops and implements investment strategies — both fundamental and quantitative — for professional investors and other financial companies, delivered through discretionary mandates, advisory services, and proprietary funds (the ia fund and the Mercurius Credit Fund). It is authorized by the Swedish Financial Supervisory Authority (Finansinspektionen) for discretionary portfolio management and investment advisory, and reports financials as a credit institution/securities company under Swedish accounting law.
The underlying technology stack centers on the OQAM/Mercurius platform, which combines proprietary quantitative and fundamental strategy development with analytical tools for clients. Notable technical components include a Monte Carlo Value-at-Risk risk model (replacing historical simulation for the ia fund in 2020 with Finansinspektionen approval) and an NLP-driven tradable sentiment index constructed from Swedish press releases, published as a whitepaper in 2021. The firm collaborates with Lund University researchers and has contributed to academic work on momentum strategies. The platform is described as enabling efficient delivery of customized solutions across multiple structures, including funds and separate mandates.
Revenue is generated primarily through recurring management and advisory fees. The Mercurius Credit Fund, co-developed with Grenspecialisten and focused on Nordic corporate bonds, charges a 0.8% annual management fee with a target return of Stibor + 3% and is structured to close at 3-4 billion SEK AUM to protect return opportunities. The fund is distributed through FCG Fonder AB (administration, valuation, and distribution) with SEB as custodian and is explicitly not available on retail platforms. The firm operates from a 4-person full-time team (3 portfolio managers) supplemented by part-time staff and has expanded to a Copenhagen presence via the Copenhagen FinTech Lab. Ownership rests with management and eight Family Offices/investment companies.
OQAM firmographics
Firmographics- Name
- OQAM
- Legal name
- OQAM AB
- Website
- https://oqam.se
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- OQAM is a Swedish Finansinspektionen-authorized securities firm that develops and implements fundamental and quantitative investment strategies for professional investors and financial firms, delivered through the ia fund, Mercurius Credit Fund, and discretionary mandates.
- Ownership category
- akta.pro rank
Where OQAM is headquartered
LocationHeadquarters
- HQ city
- Malmö
- HQ country
- Sweden
- HQ region
- Europe
Offices2 records
Markets served
OQAM business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Discretionary Portfolio Management: Authorized by Finansinspektionen to conduct discretionary portfolio management of financial instruments for professional investors. Revenue generated through management fees.
- Investment Advisory: Investment advice to customers regarding financial instruments, provided through insightful analytics tools.
- Fund Management - Mercurius Credit Fund: Actively managed credit fund focused on Nordic corporate bonds. Fixed management fee of 0.8% with target return of Stibor + 3%. Fund closes at 3-4 billion SEK AUM to maximize return opportunities.
- Investment Research and Analysis: Preparation and distribution of investment and financial analyses and general recommendations regarding trading with financial instruments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Mercurius Credit Fund Class A |
| Subscription | Annual | Mercurius Credit Fund Class B |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
OQAM product offering
Product offeringCore offering
OQAM is a Swedish securities company (värdepappersbolag) that develops and implements investment strategies—both fundamental and quantitative—for professional investors and financial firms. Its offering combines discretionary portfolio management, investment advisory, and proprietary analytical tools delivered through its investment platform, alongside actively managed funds such as the Mercurius Credit Fund focused on Nordic corporate bonds.
Product overview
OQAM is a securities company (värdepappersbolag) that develops and implements investment strategies for professional investors and financial firms. The company combines human experience and insight with high technology utilization. Their offering includes the proprietary OQAM Platform (also known as Mercurius) which provides access to investment strategies and analytics tools, along with the Mercurius Credit Fund, an actively managed Nordic corporate bond fund. Investment strategies can be fundamental or quantitative and delivered through various structures including funds and mandates.
Differentiator
Problem solved
Functional benefit
Brands
- Mercurius Credit Fund: Actively managed credit fund focusing on Nordic corporate bonds. Concentrated but sector-diversified portfolio with 25-30 positions. Target return of Stibor + 3% over a market cycle. Managed by Christian Hjalmarsson.
Products and services
- OQAM Platform (Mercurius) Proprietary investment platform providing professional investors and financial firms with access to high-quality investment strategies, analytics tools, and operational workflows for discretionary portfolio management.
- Mercurius Credit Fund Actively managed credit fund focused on Nordic corporate bonds, with a concentrated but sector-diversified portfolio of 25-30 positions, targeting Stibor + 3% over a market cycle, available to professional investors through FCG Fonder AB.
- Discretionary Portfolio Management Finansinspektionen-authorized service under which OQAM manages financial instruments on behalf of professional investors, delivering proprietary fundamental and quantitative strategies through customized mandates.
- Investment Advisory Finansinspektionen-authorized investment advisory service providing professional investors with insights and analytics-driven advice on financial instruments.
- Investment Research and Analysis Preparation and distribution of investment and financial analyses and general recommendations regarding trading with financial instruments for professional clients and partners.
Quantifiable outcome
- Target return of Stibor + 3% over a market cycle for Mercurius Credit Fund
- +1 more outcomes
Companies that use OQAM
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
OQAM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature3 records
OQAM partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- GrenspecialistencoreInvestment company that co-founded Mercurius Credit Fund with OQAM. Strategy developed by Grenspecialisten with focus primarily on BBB rated securities.
- FCG Fonder ABcoreFund company responsible for fund valuation, administration, and distribution to ensure quality and independence.
- Skandinaviska Enskilda Banken AB (publ)coreSEB serves as custodian bank for the funds, providing secure custody and regulatory oversight of fund assets.
- Advisense ABcoreOutsourced Risk Control and Regulatory Compliance functions to ensure quality and independence.
- Moneo ABminorInternal Audit function outsourced to Moneo AB for independent internal audit services.
- PricewaterhouseCoopers ABcoreExternal audit with Carl Fogelberg as lead auditor. Provides independent financial statement audit.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
OQAM competitors and assessment
Company assessmentDirect peers
- Lynx Asset Management: Swedish quantitative hedge fund manager based in Stockholm, employing systematic/trading strategies globally. Directly comparable to OQAM as a Nordic-founded quant firm combining discretionary and systematic approaches with proprietary technology.
- Brummer & Partners: Swedish multi-strategy hedge fund firm providing both systematic/quant and discretionary funds to institutional investors. Closely comparable business model to OQAM with separate fund vehicles and quantitative strategies.
- IPM – Informed Portfolio Management: Stockholm-based systematic macro investment manager using quantitative and fundamental inputs to manage institutional portfolios. Highly comparable to OQAM's quantitative + fundamental strategy blend; additionally, Director Daniel Leveau previously worked here.
- Rhenman & Partners: Swedish-based long/short equity hedge fund manager serving institutional investors. Comparable as a Nordic alternative-investment boutique using systematic inputs and proprietary analytical tools.
Broad incumbents
- Catella AB: Larger Swedish asset manager and investment bank serving Nordic institutional clients across multiple asset classes. Comparable as a Nordic-regulated investment firm offering discretionary and advisory mandates, but much broader footprint than OQAM's boutique focus.
- Lannebo Fonder: Swedish independent mutual fund manager running active Nordic-focused funds including credit and equity strategies. Comparable as a regulated Stockholm-based asset manager serving professional investors, though larger and more retail-accessible than OQAM.
- E. Öhman J:or Asset Management: Swedish family-controlled asset management firm offering discretionary mandates and funds across asset classes to Nordic institutional clients. Comparable business model as a Nordic regulated investment firm, though broader in scale and product range.
- Carnegie Fonder: Nordic asset manager offering actively managed equity and credit funds to institutional and professional investors. Comparable as a Stockholm-based regulated firm serving professional investors with active strategies, including Nordic corporate credit products.
- Nordea Asset Management: The largest Nordic asset manager and former employer of multiple OQAM senior team members (CIO Wallentin, PM Hjalmarsson). Comparable as a regulated Nordic institution running quantitative strategies and credit funds, serving as both the talent pipeline for OQAM and the largest competitive incumbent.
Emerging players
- C WorldWide Asset Management: Danish/Nordic equity specialist using fundamental and quantitative inputs to manage institutional portfolios. Comparable as a Nordic systematic-and-fundamental boutique with technology-driven strategies, though focused on equities rather than credit.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
OQAM social profiles
Digital presenceOQAM financial estimates
Financial estimateRevenue estimate
Valuation estimate
OQAM leadership team
Management profileNumber of profiles
Profiles6 records
OQAM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OQAM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OQAM
What does OQAM do?
OQAM is a Swedish securities company (värdepappersbolag) that develops and implements investment strategies—both fundamental and quantitative—for professional investors and financial firms. Its offering combines discretionary portfolio management, investment advisory, and proprietary analytical tools delivered through its investment platform, alongside actively managed funds such as the Mercurius Credit Fund focused on Nordic corporate bonds.
Is OQAM a public or private company?
OQAM is a private company. It is classified as family owned and is currently operating.
When was OQAM founded?
OQAM was founded in 2016. It employs 1 to 10 people.
Where is OQAM based?
OQAM is headquartered in Malmö, Sweden, in the Europe region.
How does OQAM make money?
Four revenue lines are on record. Discretionary Portfolio Management is the primary driver. The others are investment Advisory, fund Management - Mercurius Credit Fund and investment Research and Analysis.
Who are OQAM's main competitors?
Direct peers on record are Lynx Asset Management, Brummer & Partners, IPM – Informed Portfolio Management and Rhenman & Partners. Broad incumbents are Catella AB, Lannebo Fonder, E. Öhman J:or Asset Management, Carnegie Fonder and Nordea Asset Management. C WorldWide Asset Management is listed as an emerging player.
Does OQAM have an API?
No public API is recorded for OQAM.