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 on a quarterly basis and monthly for paying investors. The roadmaps have worked quite well over time
- Ambassador and introducer for Coeli Global Select. Global long only, concentrated portfolio (30 stocks), growth without overpaying. Since inception in 2014 the fund has returned 15% per year (in SEK) and 3% better than MSCI World
- Advisory board in Bristlecone Pacific - investing in the longevity ecosystem
- Other advisory assignments within plant based protein production, specialst witness, M&A potential within the Nordic asset managment universe, IPO pricing and corporate equity story (IR) refinement advisory
- Nordic Value investment conference. Ideas for paying participants only
Reach out if you're interested knowing more. You can reach me on ole.soeberg@nordic-investment-partners.com
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
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:
Monthly observation
The multibagger
4 September 2023
During the summer I made a podcast with Børsen's investor journalist Simon Kirketerp. It was about how to find multibaggers i.e. companies which stocks goes up not just 5-8% per year but compounded go up by factor 100x ov er the years
The key ingredients are easy to say, but difficult to live. They are;
1. find a good company with a long and preferably expanding runway. Good company is defined as a business that grows in a profitable way. It has good managment with proven execution and capital discipline skills and understand what creates value for customers, shareholders and employees
2. Once found invest in it, but do not overpay.
3. Be patient. It sometimes takes many years to see the tree grow. Do not be afraid of volatility
4. be even more patient
5. Only sell if the company gets valued beyond what is reasonable (fx 1% earnings yield for a 10% grower is clearly a sell indication) and/or if you can see the end of it's main runway.
The podcast is in Danish and you find it here: link
