Complementary investment strategies in public equity

The investment opportunity

The transition to a low-carbon economy is already happening, but it is gradual and uneven.  The opportunities are idiosyncratic. 

Capturing these opportunities requires industrial insight and a structured process to differentiate between winners and losers.

Our ambition is to create unique products that provide exposure to the shift in the industrial, energy and technology ecosystem. Our investment process combines top-down analysis of economic activities that will benefit from the transition with bottom-up analysis of quality companies with sound growth.

Our investment strategies

    • Broad exposure

    • Investment-led growth

    • Proven companies

    Fund launched 5 July 2024.

    • Concentrated exposure

    • Investment-led growth

    • High conviction

    Launch H1 2025

    • Emerging companies

    • Investment-led growth

    • Public to private markets

    Launch in 2026

Investment themes in the transition

  • Clean energy generation

  • Energy distribution and storage

  • Sustainable energy use

  • Resource management

  • Enabling materials, services and software

Industrial insight

We draw on Aker’s industrial expertise to inform our view of the transition to a low carbon economy.

Our industrial partnerships help us understand the business models and value chains that will drive the transition.

Norron

Our parent company ICP Asset Management Holding AS has acquired the Swedish asset manager Norron with a 13-year investment track record. Norron manages funds in several risk categories.

Our integration with Norron provides us with deep insight into Nordic markets and allows us to build on their existing offering.

“Starting with well-founded investment philosophy, we always seek to know more about each company.”

Petter Johnsen, CIO of ICP Asset Management