Portfolio

On this page you can find an overview of my portfolio, and a link to every company (under construction). Every company in my portfolio has an own subpage with company information, financials, risks, investment thesis and will be updated continously.

2020:

As per 29 May

Below are links to company presentations

Cost leader in salmon farming
Consolidator in a fragmented refrigeration industry
Profitable alchemists
Conservative priced industrial company

A leading global hygiene and health company

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