5 January 2026

Market update with CEO Bo Knudsen (January 2026)

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives on recent market developments and where he sees opportunities as the global investment landscape broadens.

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7 June 2020

Why thirty?

The fundamental idea behind our global strategy is to hold the best 30 stocks worldwide. This has been the case for over 25 years where we have never owned more than 30 stocks in the portfolio

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