We use cookies to collect statistics. By clicking OK you accept the use of statistic cookies. You can decline the use of statistic cookies by clicking here. Find out more about our cookie policy here.OK

Institutional Investor

Compounding drives Performance

Long-term sustainable active investing has been part of our DNA since 1986. The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years.

Our latest Insights & News

33
min.

Market Perspectives for the Coming Year

Bo Knudsen shares our thoughts on the current market perspectives that we, as an active global equity investor, navigate in to create attractive returns for our clients.

10
min.

A Stock Picker’s Reflections for 2022

We don’t think in terms of a calendar year when investing. We think it is important to stay consistent and focus on a longer time horizon when investing.

10
min.

The Transition to the Cloud – A Midlife Checkup

In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.

14
min.

India's Impending Capex Recovery

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, shares our insights on India's potential for the long-term investor.