Established in the first quarter of 2021, Pantechnicon Advisors is a London-based hedge fund manager co-founded by Gustaf Lindskog and Daniel Johansson. The firm manages the Pantechnicon Fund, a market-neutral long/short equity fund focused on the global industrial sector. Utilizing a fundamental investment process, the firm examines the impacts of thematic developments on global value chains within traditional cyclical industries, maintaining a forecast horizon of 1-3 years.
Daniel Johansson and Gustaf Lindskog launched Pantechnicon in October 2021, with seed capital from Brummer and Partners' Multi-Strategy fund. Pantechnicon’s global equity long/short strategy manages approximately $800 million in assets and has achieved a Sharpe ratio of around 1.5 as of June 2023. Johansson previously served as a portfolio manager at UBS O’Connor and Norges Bank Investment Management. Before that, he was an analyst for Brummer & Partners' Zenit fund, and he began his career at Investor AB. Lindskog was formerly a global industrials equity market neutral portfolio manager at Man GLG. Earlier in his career, he helped Soros Fund Management establish its London office and worked as an industrial analyst at Highbridge Capital. Lindskog started his career at Alfred Berg/Morgan Stanley.
Pantechnicon Advisors LLP reported $18,391,154 in managed 13F securities for Q1 2024, with a top 10 holdings concentration of 100%. The firm's largest holding is Ryanair Holdings ADR, with 28,000 shares.
