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The Anatomy of a Compounder

The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.

Nyhetsvelgeren

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All C WorldWide Bo Knudsen Peter O'Reilly Morten Springborg Abhinav Rathee Henrik Hviid Aman Kalsi Jakob Greisen Mikael Svensson Lars Wincentsen Ulf Arvidsson Mogens Akselsen

Building a People's Business in Asset Management

Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.

The Next Decade belongs to the Long-Term Investor

Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.

Net Zero Emission – Mission Impossible?

Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?

Can India Tackle the Dark Clouds of the Second Covid-19 Wave?

The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.

New Treatment Options for Alzheimer's and Dementia

We have no drugs that can cure Alzheimer’s today, but several companies are attempting to develop innovative new treatments.