News
News
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2024 was a positive year for our funds
Our funds ended the year with good performances relative to their benchmark indices. Global Stars has increased by approximately 33% in 2024. Dagens Industri highlighted Global Stars as one of......
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Roadshow with Jonas Jakobson
During October and November, Jonas Jakobson has given presentations in Uppsala, Stockholm, and Gothenburg, focusing on his experiences from the United States and the meetings he has had with successfu...
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Presentation with unlisted Mölnlycke
At the end of November, we had our first presentation with the unlisted company Mölnlycke. Mölnlycke Health Care is owned by Patricia Industries, part of Investor. Mölnlycke Health Care is......
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The Future of Medical Innovations: A Lunch with SOBI
During our lunch at the office, we had the pleasure of welcoming Gerard Tobin from Investor Relations at SOBI. Gerard shared exciting insights into SOBI’s work with rare diseases and......
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Lunch presentation with Volvo generated great interest
In October, we at Nordic Equities, together with Volvo and Anders Christensson, Director of Investor Relations, organized a well-attended and highly appreciated lunch presentation at the Royal Bachelo...
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Nordic Equities and founder Jonas Jakobson at French-Swedish Innovation Forum
French Swedish Business Forum Nordic Equities participated in a high-level forum discussing opportunities and challenges in key areas of the Strategic Partnership signed between France and Sweden duri...
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Founder Jonas Jakobson gave a well-attended lecture for investors and entrepreneurs
At the invitation of Sweden’s Consul Gudrun Gidding in Los Angeles and the Swedish-American Chamber of Commerce, Nordic Equities’ founder Jonas Jakobson gave a well-attended lecture for in...
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Lunch presentation with Assa Abloy
This week, we had a visit from Assa Abloy and Björn Tibell, Head of IR, who gave our clients an interesting presentation focused on the company’s future. Aftermarket and service:......
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Jonas Jakobson gave a lecture in San Francisco for entrepreneurs and students, organized by Nordic Innovation House and the Swedish-American Chamber of Commerce.
Jonas spoke on the theme “Good Future – the importance of technological and medical innovations for future global growth.” He shared his entrepreneurial experiences, starting at the age of...
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Well-attended lunch presentation with Securitas
In September, we had an exciting and well-attended lunch presentation with Securitas and their CFO, Andreas Lindback. Andreas gave a brief presentation about the company and then chose to focus......
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Nordic Equities in the Swedish magazine Aktiespararna
”90% of all information on the stock market is noise”, says Jonas Jakobson, founder of Nordic Equities, a fund management company with 30 years of experience of the financial industry.......
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Nordic Equities participates in the Business Forum in connection with the state visits of France and Finland
Nordic Equities founder, Jonas Jakobson, participated in the Business Forum during the state visits of Finnish President Alexander Stubbs and French President Emmanuel Macron to Sweden. During the Fre...
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Nordic Equities in Affärsvärlden
Jonas Jakobson, founder of Nordic Equities, recently appeared in Affärsvärlden: “Jonas Jakobson is rarely seen in the media and is probably one of the few asset managers who think the......
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Digital presentation with Novo Nordisk
During March, we had the privilege of listening to Jacob Rode, Investor Relations at Novo Nordisk, who gave a digital presentation for our customers. Last year, Novo Nordisk experienced impressive......
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Presentation with Latour in Stockholm
In March, we had the pleasure of welcoming Johan Menckel, CIO at Latour, who gave an informative presentation about the company. The event took place in Stockholm and enabled an......
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Lipper Fund Award
Lipper Fund Awards – Best Nordic fund, 5 years, in Europe On Tuesday 5/3 we were in London and received an award for our fund Nordic Equities Strategy. It is......
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Presentation with Beijer Alma
In February, we had the pleasure of listening to Henrik Perbeck, who has been CEO of Beijer Alma for six years. Beijer Alma was founded in Uppsala in 1983 and......
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Presentation with Getinge
In February, we had the privilege of listening to Getinge’s CFO, Lars Sandström, together with the company’s future CFO, Agneta Palmér. Lars and Agneta talked about, among other things, th...
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Presentation with Huhtamäki
In December we received a visit from Kristian Tammela, within IR, who presented the Finnish packaging company Huhtamäki. The company is included in our Nordic fund and is interesting from......
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Presentation with Atlas Copco
During the month we had an interesting lunch presentation with Atlas Copco Group – a core holding in both our Nordic and Swedish fund. The year 2023 marks the 150th......
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Presentation with New Wave
During October we arranged an interesting presentation with Torsten Jansson, CEO at New Wave. The company reported record net sales for the third quarter of the year, despite a weaker......
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Presentation with Epiroc
Last week, another interesting lunch presentation was organized – this time with our portfolio company Epiroc and Karin Larsson, Head of IR. In short, Epiroc is an important productivity partner...
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Presentation with JM
At the end of August, we had the pleasure of once again listening to JM’s President and CEO, Johan Skoglund and CFO Claes Magnus Åkesson, presenting to our customers in......
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Nordic Equities at the French Embassy
Around fifty of Nordic Equities’ clients had the pleasure of listening to thoughts on “The future of France, opportunities in a global context” at the French ambassador’s resid...
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Nordic Equities participation in the State Visit to Estonia
During May 2-4, Nordic Equities had the great pleasure of participating in the company delegation at the official State Visit led by HMK Carl XVI Gustaf, HMD Silvia, Minister of......
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Presentation with Assa Abloy
On 3 May, a well-attended lunch presentation was held at Nordic Equities’ office where Assa Abloy’s CFO, Erik Pieder, gave a presentation. Assa Abloy has long been a core holding......
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Lunch presentation with Essity’s President and CEO
A lunch presentation with Essity’s President and CEO, Magnus Groth, was recently organized at our office in Stockholm. Essity sells products and services that simplify hygiene and health, “...
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Interesting lunch presentation with Atlas Copco
On May 24, Nordic Equities organized a company presentation together with Atlas Copco. IR manager Sofia Seiplax represented the company and offered a rich presentation. We got to listen......
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The spring’s first lunch presentation with SEB
On May 12, we gathered again for a physical lunch presentation at « Sällskapet » in Stockholm. We had the pleasure of listening to Per Andersson, Head of Investor Relations......
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Five stars to NE Strategy from Morningstar
Ne Strategy, one of the Swedish markets oldest Nordic funds, was recently awarded five stars by Morningstar, meaning the highest rating, for the performance the past three years. Morningstar’s r...
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2021 – Good development for Nordic Equities funds
2021 – Strong stock performance The year is coming to an end, and we can state that it looks like it will be another year of strong stock performance. Based......
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Interesting lunch presentation with Investor
Recently, we had the pleasure of once again listening to a company presentation with Magnus Dalhammar, Head of IR at Investor, in Stockholm. Magnus gave an update about the company......
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Lunch presentation with Volvo
On November 9, Nordic Equities gathered (for the first time since the start of Covid-19) a group of customers for a physical lunch. We had the pleasure of listening to......
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Five stars to NE Global Stars
Nordic Equities launched its fourth fund, namely NE Global Stars, in 2018 after an exhaustive screening process which evaluated almost 3,000 companies worldwide. Of those companies, 250 were selected ...
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Digital presentation with American Home Depot
Last week, the first digital company presentation of the autumn was arranged when we listened to representatives from Home Depot. Home Depot is an American retail chain that specializes in......
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Digital presentation with Volkswagen
On April 16, Nordic Equities organized a digital presentation with Volkswagen. Ulrich Hauswaldt and Monika Kowalski, IR managers, represented the company and gave an inspiring presentation. The autom...
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Presentation with Sherwin Williams
Last week, another digital presentation was arranged, this time with the American color giant Sherwin Williams. Sherwin Williams is the United States’ largest producer of architectural coatings ...
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Digital company presentation together with Autoliv
On January 29, Nordic Equities organized a digital company presentation together with Autoliv. Henrik Kaar, Director Investor Relations, represented Autoliv and gave a great presentation. We got to li...
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Presentation with Tokmanni
This week, a presentation was arranged with IR for Finland’s largest discount chain, Tokmanni, which was a nice contributor to the Nordic Equities Strategy fund last year, with a increase......
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This year’s first presentation with Swedish Latour
Recently we arranged a very interesting presentation with Latour, which is an excellent example of the results of being long-term. The basis of the investment strategy is clear and predictable; Lato...
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Merry Christmas!
Merry Christmas and a Happy New Year!...
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“The difficulty of seeing change – The emperor’s new clothes”
During the past week, we have arranged digital presentations on the theme “The difficulty of seeing change – The emperor’s new clothes” with good interest from both Swedish and...
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NE Strategy – 25 years
Our Nordic fund, Nordic Equities Strategy, celebrates 20 years in the end of 2020, and is now among funds with the longest history in its category. The fund provides access......
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We celebrated 25 years!
At last year’s 25th anniversary, which was organized at the IVA in Stockholm, we had the pleasure of having about 200 people participating and more than 25 speakers and debaters......
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Digital presentations with Kone & Investor
Nordic Equities recently organized two interesting digital presentations with Kone (and IR manager Essi Lipponen) & Investor (with Magnus Dalhammar, Head of IR). Please see the summary below. The ...
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Digital presentation with Industrivärden
On October 13th, a very interesting digital presentation was arranged with Helena Stjernholm, CEO of Industrivärden. Helena highlighted, among other things, how Industrivärden has a continued positive...
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Digital presentations with Novo Nordisk, Getinge, DSV & American Express
Nordic Equities continues to organize digital company presentations and we have for the past two weeks listened to representatives from Novo Nordisk, DSV, Getinge and American Express. All companies w...
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Lunch presentation with Balder 191202
Monday, December 2nd, we arranged a well attended lunch presentation in Gothenborg with Erik Selin, CEO of Balder. ...
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Lunchpresentation with Nidec from Japan
Tuesday the 19th of November we hosted the Japanese company Nidec at our office in Stockholm. Mr. Yuji Iwai presented the company that produces small electronic motors that figure in......
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Lunch presentation with Nordea in Uppsala
The 4th of October, we arranges a lunch presentation with Head of Investor Relations at Nordea, Rodney Alfvén together with our clients in Uppsala. We discussed the bank’s transformation as......
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Lunch presentation with Shiseido
The 23rd of September we hosted a lunch presentation with the Japanese cosmetic company Shiseido. They told us about the growth ambitions to become a leading global player....
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Lunch presentation with Latour
Friday 23rd of August, we organised a lunch presentation with the CEO of Latour, Jan Svensson in Gothenburg....
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Presentation & coctail at the Swedish chamber of commerce in France
The 27th of May, Nordic Equities organised, together with CCSF and Internago, a presentation at the Swedish chamber of commerce in France. Doctor Robert Wentrup, Internago, highlighted the strengths o...
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Lunch presentation with the French Ambassador to Sweden David Cvach
On the 3rd of May we had the great pleasure hosting a lunch with the French Ambassador David Cvach. The Ambassador has had important roles at the French Embassy in......
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Lunch Presentation with Autoliv and Entrepreneurship-prize of Fam. J Jakobson
On March 12, we had a lunch presentation by Autoliv’s IR director, Henrik Kaar, and gave out the Entrepreneurship-prize of Fam. J Jakobson to two groups of young people who......
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Investor Relation presentation
On March 7, we had an appreciated visit by Peter Nyquist, head of IR at Ericsson, here at the office in Stockholm....
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Lunch Presentation with Wallenstam
On March 7, Nordic Equities Asset Management arranged a well-attended lunch presentation with about 40 participants at the Elite Plaza Hotel in Gothenburg. CEO Hans Wallenstam talked about how 2018......
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Lunch Presentation with Latour
On Friday, February 22nd, Nordic Equities arranged a lunch presentation at “Sällskapet” in Stockholm, where Latour’s CEO Jan Svensson presented the company....
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Seminar in Paris focusing on e-commerce
On February 6th, Nordic Equities arranged a seminar in Paris at Cercle Suédos where Jonas Jakobson and Robert Wentrup talked about e-commerce. Robert has a PhD in e-commerce and has......
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Lunch Presentation with Cloetta
On February 1st, a lunch presentation was arranged at the Royal Academy of Engineering Sciences, IVA, in Stockholm together with Cloetta. Their information and IR director Jacob Broberg talked about.....
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Dinner with the Ambassador of Japan
On January 31st, Nordic Equities arranged a dinner presentation with the Japanese Ambassador at “Sällskapet” in Stockholm....
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Lunch Presentation with Japan Post Bank
On January 22nd, we organized an appreciated lunch presentation with Japan Post Bank at the office in Stockholm. Their Vice President Mr. Susumu Tanaka, IR Managers Mr. Yasumitsu Toyoda and Emiko......
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Corporate visit to Volvo
On Wednesday, August 29th, we got the opportunity to visit Volvo Trucks factory in Gothenburg. Anders Christensson and Johan Bartler presented Volvo and we were able to travel their own train, Tuve Tr...
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Lunch presentation with Indutrade
On Monday, September 24th, we had the opportunity to listen to Indutrade for the fourth time. Bo Annvik, CEO, concentrated the presentation to describe the acquisition and growth-oriented company that...
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News for Clients
You will be able to read our current news here...
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Lunch presentation with United Overseas Bank
On Monday, October 1st, we had the pleasure of listening to Kok Seong Chan, Group Chief Risk Officer, and Stephen Lin, Head of Investor Relations at United Overseas Bank, Southeast......
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Lunch presentation with Storebrand
On Monday, November 5th, we organized a presentation with Odd Arild Grefstad, CEO of Storebrand at Sällskapet in Stockholm. Odd touched on the basic fact that people are becoming increasingly interest...
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Lunch presentation with DSV
On Tuesday, November 13th, we organized a very interesting lunch presentation in Stockholm with DSV and Flemming Nielsen, Executive Vice President of Investor Relations. DSV, listed on the Copenhagen ...
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Roadshow on the theme USA
In recent weeks, Nordic Equites has organized three well-attended lunch presentations in Stockholm, Uppsala and Gothenburg. About one hundred people have participated. Jonas Jakobson spoke about his i...
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Lunch presentation with Caterpillar
On Friday 1st of June, we organized our second international lunch presentation at Sällskapet. Caterpillar’s Amy Campbell, Director of Investor Relations and Matthew Hohulin, Senior Manager Investor R...
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Lunch presentation with Sika
On the 22nd of May, a very exciting lunch presentation was organized together with Christine Kukan, Senior Investor Relations Manager at Sika, a Swiss manufacturer of specialty chemicals for the const...
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Lunch presentation with Essity
On May 18th, Magnus Groth, CEO of Essity, performed a very interesting and well-attended lunch presentation at Sällskapet in Stockholm. Magnus spoke, among other things, about positive aspects related...
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March 2018 – Roadshow on the theme “The light shifts through the prism”
In March, we arranged lunch presentations on the theme “The light shifts through the prism” in Gothenburg, Uppsala and Stockholm where Jonas Jakobson spoke about the round trip that recent...
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Dinner with the French ambassador
On February 8th, we had the pleasure of organizing a festive dinner in the presence of France’s ambassador in Sweden, David Cvach. The dinner took place in Stockholm where a......
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Company visit to Nibe
On November 27th, a very interesting company visit was organized to Nibe’s head office in Markaryd. The visit began with a dedicated presentation by the CEO, Gerteric Lindquist. He gave us a dee...
