Nordic Value 2026

The 2026 took place  on 18-19 May 2026 at Marienlyst Strandhotel. 41 participants over two days discussed ideas and shared pitches. There was surprisingly little about the hottest sector in 2025/26 - semiconductors - yet a lot of pitches with significant upside over the next years. On day 3 a group of 14 toured Danish companies near Copenhagen. Danish equities were among the best global from 2000 to 2022, but has over the past 4 years gone no-where which might be a very good opportunity.

2027 version has not been planned yet, but if you're interested reach out to ole.soeberg@nordic-investment-partners.com with a short introductory e-mail as there's avetting process of all new participants. Fee in 2027 will be 1.000 €. 

Marienlyst is a beach hotel from 1860s and located in walking distance from Kronborg Castle. 45-60 minutes by train from Copenhagen Airport and Copenhagen City center

Nordic Value 2025

Nordic Value 2025 was held 10-11 June 2025 at Marienlyst Strandhotel North of Copenhagen with 35 participants and with a focus on listed companies with fundamentally solid businesses that for one or another reason are attractive in the longer term. 

Relatively few US companies where pitched and a lot of European growth companies and specialty finance were highlighted. Novo Nordisk was pitched by Ole Søeberg and subsequent the company itself presented. 

Nordic Value 2024 

Nordic Value 2024 took place on 21-22 May 2024 at Marienlyst Strandhotel. The 35 participants shared their 35 investment methods (all fundamental driven) and illustrated via 35 company or thematic pitches. The accumulated number of years of experience was 550 years in 2023 and in 2024 it exceeded 700 years. One year more for most participants and 10 more participants as the dominating factor. 

In the 2024 version there was lot's of cases in the techspace (software, semi, digital platforms), while energy and fossil fuels had few mentions. Only participants have the list on pitched methods and cases. 

Nordic Value 2023 

Nordic Value 2023 for experienced investment entuisiast was held at Marienlyst Strandhotel, outside Copenhagen on 21-22 May 2023. Investors presented their overall investment philosophy or method as well as an investment case or thesis as a pitch for inspiration for the other participants.  The 25 participants in the room had a combined investment expience of more than 550 years. Rolled backward it's 1473 or before Columbus sailed to America. 

The key findings in 2023 was that many good and solid companies got caught up in the maelstroem of higher interest rates and lower valuations in 2022. Hence they now offer an attractive entry point. Several of the pitched companies where fallen angels of the Covid high flyer period, but also insurance businesses had a fair share of attention as higher interest rates and harder pricing in reinsurance supports cash flows of the industry. Investment ideas, scorecards, write-ups and presentations is only for attendees