Arctic Norwegian Value Creation

Focus on value-creating companies in the Norwegian market

Invest close to home

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Norwegian equity fund

Arctic Norwegian Value Creation focuses on value-creating and attractively valued Norwegian companies. The fund provides investors with exposure to companies we believe can grow cashflow, earnings and dividends through a high return on capital, supporting shareholder returns.

The fund seeks out companies with sustainable and well-proven business models, sound financials, capable management and strong market positions.

The fund is managed by an experienced team covering all industries with proprietary research. We approach our investments as long-term owners, resulting in relatively low portfolio turnover. Our index-independent, bottom-up process aims to find companies with the best risk-adjusted combination of quality characteristics and valuation.

Arctic Asset 280422 SB 3854 liten

Investment philosophy

The fund relies on independent analysis where detailed proprietary research and judgement are central to the investment process, which is carried out by an integrated team with extensive industrial as well as financial experience. The team aims to find value-creating, resilient, well-run companies while being mindful of valuation.

The portfolio is constructed using a bottom-up stock picking process involving an in-depth analysis of business fundamentals, financials, and sustainability factors. Risk is mitigated by close monitoring of, and extensive dialogue and engagement with, the portfolio companies.

A flexible, business-minded approach results in an index-independent portfolio with relatively low portfolio turnover and high concentration. We believe that investing in, and holding, attractively valued businesses with strong value-creation over time will be reflected in superior returns to the fund.

Fund Performance

Investment team

Arctic Ansatte 2022 180122 ZSB 3798

Sindre Sørbye

Portfolio Manager / Partner

Ole E Dahl

Ole E. Dahl

Portfolio Manager / Partner

Arctic Ansatte 2022 180122 ZSB 3660

Tore Mengshoel

Portfolio Manager / Partner

Arctic Ansatte 2022 180122 ZSB 3758

Kay-Erik Mamre-Johansen

Portfolio Manager / Partner

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The Norwegian Equity Market

We believe the Norwegian equity market is an attractive place to invest. The market offers profitable and internationally competitive companies that can demonstrate strong historical returns, at the same time as its robust structure contributes to a favourable outlook. Indeed, over the last 20 years the Norwegian stock market has been one of the world’s best-performing.

Read more about the Norwegian equity market here and our funds invested in the sector.

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Get invested

You don't need to be wealthy to start investing. As an online client, a sum of NOK 1,000 is enough to take the first step towards reaching your long-term financial goal. All Arctic funds can be purchased online via our online investment portal. The portfolios are actively managed by our experienced investment teams.

We also offer personal advisory service to investment companies and institutional clients looking to invest in the Arctic funds.

View our other strategies

Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.

Compare our prices to other providers at www.finansportalen.no.