Nordic Investment Partners
Welcome to Nordic Investment Partners
About Nordic Investment Partners
Nordic Investment Partners was founded in 2017 by Ole Søeberg. Ole has a broad and long experience in global equity markets since early 1980's. He has been in investment banking, Investor Relations in large corporates and Asset Management and in various leadership roles.
Nordic Investment Partners functions as a family office. However, being a long term investor there's time for other activities such as;
Advisory, research and consultancy is provided within
Investment inspiration and education for investment funds and family offices. Focus on wealth preservation and growth using GARP and deep due diligence. External roadmaps are provided free on a quarterly basis. You may ask why to provide work that takes hours to make away for free. Well, they serve many purposes and over the years they have worked quite well and also stimulated my passion and curiousity around the investmentment world.
Introducer for Brock Milton Capital Link
Global long only, concentrated portfolio of 30-35 companies. High quality 'champions' and a smaller section of 'special situations'. Growth without overpaying. BMC Global just turned 10 years old. Among 1% best global long only funds
Since inception in 2014 the fund has returned 15% per year (in SEK) and 3% better than MSCI World. The fund's founder Andreas Brock has made this book for better insight in the investment thinking
Nordic Value investment learning and inspiration 'not-for-profit' conference for experienced equity investors. Check the Nordic Value tab for more
Contributor and/or speaker at Børsen All-Star team, Cyprus Value, ValuEspana, ValuX, Miilionærklubben, MOI Global and SumZero and other. Investor idea sharing and always good education and inspiration
Reach out if you're interested knowing more.
You can reach me on ole.soeberg@nordic-investment-partners.com or via the contact box
On this website you find
Investment roadmaps and quarterly updates for inspiration and education only
Nordic Value Conference - a conference for investment entusiast sharing investment ideas. More on Nordic Value section on this site
Pitches and illustration for investment proces for a single company
Monthly observation
Previous Monthly observations and article/insights
December 2024: Bubble meter and Palantir growth expectations link
October 2024: Nvidia is not 'leverpostej' link
September 2024: Finding a business for the next 80 years link
Januar 2024: Where to in 2024? link
September 2021: Discipline in periods of high valuation link
May 2017: How fast will we adapt to self-driving cars? link
Fossil fuel demand at record high. Are renewables dead and gone?
18 January 2025
If you only look at stock prices then Global Clean Tech funds have seriously underperformed Fossil Fuel investment strategies over the past 2 years:
This is a clear signal: Mr. Market is telling us that renewables are facing significant challenges. Yet, human behavior and our use of global resources make it imperative that we adopt sustainable practices. We have only one Earth, but Homo sapiens continue to act as though we have a backup planet waiting in the wings.
In just 170 years, we've become heavily reliant on oil and gas, with current daily consumption at a record 105 million barrels of oil equivalent. While many analysts predict that peak demand will occur between 2024 and 2026, the need to invest in sustainable energy sources and electrify as much of our energy use as possible remains critical. Electricity can be generated from a variety of sources, including oil, gas, coal, wind turbines, solar panels, hydro dams, nuclear, and in the future, fusion and advanced fission power plants.
Non-fossil fuel energy production will continue to grow, but this growth must be profitable. Unfortunately, too much of the renewable sector’s past development has struggled with profitability. Solar, wind, and hydroelectric power have proven to be cost-effective, so we should avoid backtracking into the “drill, baby, drill” mindset at the expense of continued renewable infrastructure buildouts.
I recently published an investment pitch on SumZero about Vestas Wind Systems, the global leader in wind turbines. If you’d like a copy, feel free to reach out.
Contact
Nordic Investment Partners is owned by Ole Søeberg. More on LinkedIn
info@nordic-investment-partners.com
Fell free to reach out via the boxes below: