Maersk Growth: Vi skal ikke bestemme i de virksomheder, vi investerer i
Maersk-koncernens nye ventureafdeling investerer gerne i nye innovative selskaber, også hvis de sælger ydelser til rederiets konkurrenter. "Vi er ikke en innovativ hoppeborg, men vi rækker ud efter alle nye ideer, der kan hjælpe Maersk på vej," siger Sune Stilling, der er chef for Maersk Growth.
AF CARSTEN STENO
Corporate venture var på mode for 20 år siden, da store virksomheder som Danfoss og NKT satte nye små skibe i søen i form af egne ventureselskaber. Men de fleste koncerner opgav den trafik efter en årrække. Succesraten var simpelthen for dårlig. Eksempelvis tabte Danfoss store penge på bølgeenergi. NKT lykkedes lidt bedre, blandt andet med salget af fiberoptikselskabet Giga til amerikanske Intel for 9,7 mia. kr.
”Getting green technology companies through the growth phase is like sailing a ship through a perfect storm,” says Laurits Bach Sørensen, Senior Partner at Nordic Alpha Partners.
Investors and asset managers remain positive about the benefits of artificial intelligence – despite some concerns about geopolitics and their possible effects on tech giant Nvidia.
So far, Ridge Capital’s Nordic high yield strategy has exceeded the targeted return, founders and portfolio managers Måns Levin and Christoffer Malmström tell AMWatch.
KLP and the KLP funds are excluding the American machinery manufacturer due to the risk of contributing to violations of human rights and international law in the West Bank and Gaza.
Kyrkans Pension broke FSA rules when the pension fund made a major investment in real estate company Stelvalvet, the Swedish Financial Supervisory Authority says.
Akademikerpension is divesting investments worth DKK 324m (EUR 43.4m) in 30 drilling companies. Until now, the pension fund had been unaware of the involvement of these companies in fossil expansion.
American Century’s Pia Michelsson tells AMWatch that impact investing in the Nordic region is ”next level” in this first article of our 2024 Summer Series featuring international asset managers.
The Head of Danske Bank Asset Management, Christian Heiberg, had expected more new mandates by now for its EMD strategy, which has shown world-class performance since a new team took over.
The owners of infrastructure fund manager AIP Management have sold the majority of their shares to Storebrand, one of Norway’s largest financial groups.
Northvolt, the Swedish manufacturer of sustainable batteries for electric vehicles, is facing a mountain of problems as the market for its products appears to be saturated.
So far, Ridge Capital’s Nordic high yield strategy has exceeded the targeted return, founders and portfolio managers Måns Levin and Christoffer Malmström tell AMWatch.
American Century’s Pia Michelsson tells AMWatch that impact investing in the Nordic region is ”next level” in this first article of our 2024 Summer Series featuring international asset managers.