Key Takeaways
- • Per Johansson, Co-Chief Investment Officer and partner at Stockholm-based Origo Fonder, is departing at year-end 2026 following a resignation submitted during summer; founder Stefan Roos has already assumed full investment decision-making authority for Origo Quest effective July 1, 2026.
- • Johansson's two-year tenure at Origo (2024–2026) represented a significant consolidation of Nordic hedge fund talent; his departure marks the dissolution of this partnership structure within the firm's flagship long/short equity strategy.
- • Post-departure, Johansson intends to focus on personal investment activities and sports sponsorship ventures, signaling a strategic shift away from institutional asset management.
- • Johansson brings 22+ years of fundamental equity experience, including roles as co-portfolio manager of the Fidelity Series Emerging Market Fund, sole portfolio manager of the Fidelity Nordic Fund, and founder of Bodenholm Capital (2015–2024), a European long/short equity manager.
- • The leadership transition preserves operational continuity through an extended transition period in which Johansson continues supporting analyst coverage alongside the research team through year-end.
Summary
Per Johansson is exiting his position as Co-Chief Investment Officer and partner at Origo Fonder at the conclusion of 2026, following a resignation submitted during the summer months. The transition reflects a strategic restructuring within the Stockholm-based hedge fund boutique, with founder Stefan Roos reassuming full investment decision-making responsibility for the firm's flagship Origo Quest strategy effective July 1, 2026. According to Origo CEO Peter Eliasson, Johansson will remain formally employed through his notice period, continuing to support analytical coverage and research team activities during the handover.
Johansson's tenure at Origo, which commenced in 2024, represented a consolidation of established Nordic hedge fund leadership. He joined as Co-CIO, partner, and portfolio manager with joint oversight of Origo Quest alongside Roos and responsibility for Origo Seleqt, the firm's small-cap strategy. His appointment was positioned as a significant addition to the investment boutique, bringing institutional pedigree from two decades of fundamental equity management experience.
His professional trajectory reflects progression through institutional asset management's upper ranks. Johansson began his career in 2004 as an equity research analyst at Fidelity's London office, advancing to co-portfolio manager of the Fidelity Series Emerging Market Fund and subsequently serving as sole portfolio manager of the Fidelity Nordic Fund. He departed Fidelity in 2014 and established Bodenholm Capital in early 2015, developing a fundamental European equity long/short strategy that gained recognition within Nordic hedge fund circles before his 2024 move to Origo.
Following his departure, Johansson plans to redirect focus toward personal investment activities and expanded involvement in sports sponsorship. The transition underscores evolving partnership dynamics within Nordic alternative asset management, with the reversion to single-leader decision-making at Origo Quest potentially reflecting operational or strategic alignment preferences within the boutique structure.
Johansson's tenure at Origo, which commenced in 2024, represented a consolidation of established Nordic hedge fund leadership. He joined as Co-CIO, partner, and portfolio manager with joint oversight of Origo Quest alongside Roos and responsibility for Origo Seleqt, the firm's small-cap strategy. His appointment was positioned as a significant addition to the investment boutique, bringing institutional pedigree from two decades of fundamental equity management experience.
His professional trajectory reflects progression through institutional asset management's upper ranks. Johansson began his career in 2004 as an equity research analyst at Fidelity's London office, advancing to co-portfolio manager of the Fidelity Series Emerging Market Fund and subsequently serving as sole portfolio manager of the Fidelity Nordic Fund. He departed Fidelity in 2014 and established Bodenholm Capital in early 2015, developing a fundamental European equity long/short strategy that gained recognition within Nordic hedge fund circles before his 2024 move to Origo.
Following his departure, Johansson plans to redirect focus toward personal investment activities and expanded involvement in sports sponsorship. The transition underscores evolving partnership dynamics within Nordic alternative asset management, with the reversion to single-leader decision-making at Origo Quest potentially reflecting operational or strategic alignment preferences within the boutique structure.
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