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 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.
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
Stock markets at all time high and no bubble in sight
24 June 2024
Media and specialists is as usual all over the place about the AI, defense and weight-loss stock market bubble as Nvidia reached the #1 global market cap last week. It was a short showing as Microsoft and Apple was bigger by Friday 21 June close.
The facts are that my bubble meter do not show much of a bubble. There's always a handfull of companies trading at too elevated valuations vs fundamentals, but one should only expect a general market decline once the bubble meter exceed 600 companies. The current cohort of 283 stocks worth more than 5.000bn $ and trading at 10x sales or more is valued at a 12 month forward P/E mean of 21.8x...
In fact we could be in for the biggest growth period in human history as cheap electricity from renewable sources fuels the even more productive digitalization transformation of our society. This could bring S&P500 to 10.000 (current 5.450) before you know it.
More in the upcoming 2Q 2024 Roadmap update......
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: