Alfred Berg Kapitalforvaltning

Overview

Alfred Berg Kapitalforvaltning is a Norwegian asset management firm specializing in providing investment solutions to both institutional and retail clients. With over 160 years of experience in the industry, the firm focuses exclusively on capital management, offering a range of funds and services tailored to diverse investor needs. The company is 25% employee-owned and 75% owned by BNP Paribas Asset Management, granting it access to a global network of expertise. Additionally, Alfred Berg serves as an exclusive distributor of BNP Paribas Asset Management's funds and management services in Norway, Europe's 10th largest asset manager with approximately NOK 5,500 billion in assets under management and 3,200 employees across more than 30 countries. The firm's investment strategy emphasizes active management, aiming to create consistent and predictable excess returns across all funds. This is achieved through strategic risk management and close collaboration between portfolio managers and analysts. Alfred Berg's portfolio managers have demonstrated the ability to generate significant outperformance over time, both in equity and fixed income management. The company has maintained special funds with ethical investment criteria since 1999, and in December 2012, it was decided that all Alfred Berg's Norwegian funds, both equity and fixed income, would adopt the same ethical investment profile, effective from January 1, 2013. The exception to this is the equity fund Alfred Berg Indeks, which follows the Oslo Stock Exchange Main Index. Alfred Berg Kapitalforvaltning's portfolio includes investments in various sectors such as technology, healthcare, financial services, consumer goods, energy, utilities, telecommunications, materials, industrials, real estate, consumer services, basic materials, consumer non-durables, consumer durables, and transportation. The firm focuses on multiple stages of investment, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, Alfred Berg has a broad focus, investing in countries across Europe, North America, Asia, and South America. The firm's investment sizes range from a minimum of $1,000,000 to a maximum of $50,000,000, catering to a wide range of investment capacities. Alfred Berg Kapitalforvaltning's investment philosophy centers on active management and ethical investment practices, aiming to deliver consistent and predictable excess returns to its clients. The firm's long-standing presence in the industry and its affiliation with BNP Paribas Asset Management provide it with a robust foundation to navigate diverse markets and investment opportunities effectively.

Investment Focus

• Accredited investors only
• Compliance with Norwegian financial regulations
• Adherence to ethical investment criteria

Portfolio Companies