Nordic Investment Partners
Kronborg near Marienlyst. Well preserved moat castle and the main income stream for Kingdom of Denmark for four centuries until 1850s
Nordic Value is an equity investment event for experienced investor's new learnings and inspiration. No solicitation & not-for-profit.
Nordic Value 2025
Nordic Value 2025 will take place 10-11 June 2025 at Marienlyst Strandhotel North of Copenhagen. 35 participants only and with a focus on listed companies with fundamentally solid businesses that for one or another reason are attractive in the longer term.
Nordic Value is for entusiastic and experienced investors, family offices, asset managers, fund managers a.o. and the whole idea is to have a good time, exchange investment ideas, come home with inspiration and a smile after meeting old and new investment friends
If you're interested to join in 2025 please reach out to ole.soeberg@nordic-investment-partners.com with a short introductory email as there a vetting of participants.
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
FULLY BOOKED. Reach out for waiting list
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
Nordic Value Investor Conference 2019
Was held on 3rd June 2019 at Blox in Copenhagen
Key investment discussions were around the return profile going forward, physical assets vs financial assets and investment methods for sustainable good performance
Investment ideas and scorecards only for attendees
Nordic Value Investor Conference 2018
Was held at Hotel Admiral - Copenhagen - on 14th June 2018
The key investment discussions for participants and presenters centered around value investment as selection method and when the value approach will be coming back to provide good returns. Or will we continue to see fast growth companies in digital, biotech and conceptual business disrupters continue to leave value investors in the dust?