• Active investments since 1986

ABOUT US

Our investment philosophy: High conviction and long-term focus

Since 1986, we have sought to identify and invest in enduring companies worldwide and allow them to compound over the long-term.

This active stock-picking approach has been an unwavering core belief since the founding of our firm. High-conviction ideas are expressed in concentrated portfolios, ensuring a disciplined process.

Selectivity and patience are key attributes of our process. We achieve this by taking a long-term approach, focusing on global opportunities with thematic tailwinds.

Meet us

The combination of a unique investment philosophy based on careful stock-picking and long-term global trends coupled with a stable team of experienced portfolio managers, has since 1986 resulted in world-class investment results.

See who we are

Our strategies

We are committed to continuously exploring global trends and themes and identifying exciting investment opportunities going forward. We are convinced that the key to success and achieving superior investment returns is an active and focused approach.

Learn about our strategies

Sustainable approach

Sustainability and specifically environmental, social, and governance (ESG) factors are an integral part of our investment process and are implemented in the ongoing research of the companies we invest in.

Explore our sustainable approach

STABILITY AND LONG-TERM THINKING

Compounding for generations: Investing in tomorrow’s growth, today

We are stock pickers. We believe that market-beating results over the long term are rooted in fundamental investing in a concentrated portfolio. In addition, and more relevant than ever, is our underlying thematic approach which supports our conviction levels.

Building on this philosophy, we carefully select companies with sustainable and responsible business models, strong managements and with the prospect of delivering long-term growth. It is our belief that investing in these unique companies delivering sustainable and long-term growth is the most attractive and future-proof investment. That is what we call Compounding.

NEWS CENTER

Stay on top of the latest news & market changes

The financial world can sometimes be chaotic - let's make sense of it together. Stay on top of trends and themes by reading our latest insights, white papers, and market comments written by our thought leaders and portfolio managers, who have the newest knowledge and in-depth understanding of each topic and market.

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Market update with CEO Bo Knudsen (January 2026)

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives on recent market developments and where he sees opportunities as the global investment landscape broaden...

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Interview: How technology is transforming defence

Jeffrey Scott Saunders, CTO and advisor for the Danish National Defence Technology Centre, explores the key technological developments transforming modern warfare. From the growing role of artifi...

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The challenges of a K-shaped economy and equity markets also create investment opportunities

Since 2020, five major shifts have led to the current K-shaped growth structure of the global economy and equity markets, with huge divergence between winners and losers.

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Defense in a Multipolar World

The transition from a unipolar to a multipolar world order – exemplified by simultaneous conflicts in Ukraine and the Middle East – underscores the strategic imperative of abundant energy and large ma...

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Technology, Politics and Equity Market Outlook

The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horiz...

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