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North Media’s 80-year-old founder has outperformed with his buy-and-hold investments in IT, payments, and other growth industries

At the end of Q2, North Media’s equity portfolio made up 48% of its market cap. Majority owner Richard Bunck has outperformed the market by 49% since 2016. Some ways Bunck gains an edge includes trying to shield himself from all outside advice, his long-term focus, and he has a lot of experience from both the IT space and from running a business

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Through in-depth research, Andreas Aaen has put together a unique portfolio of small founder-led companies and built an impressive track record

Since Aaen launched Symmetry Invest in 2013, the IRR has been 17%. He combines his accounting background and his focus on the human side of running a business to find attractive small cap investments. Learn about how he invests, what characterizes the companies he owns and two interesting cases from his portfolio

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Investing is a core business for insurance company Protector Forsikring – CIO Dag Marius Nereng and his team have outperformed the market by running a highly concentrated equity portfolio

Despite an attractive combined ratio, investment income has made up the majority of the after-tax income for Protector Forsikring. Since they insourced the asset management the equity portfolio has outperformed by 100 percentage points. Nereng leads a team of investment enthusiasts with a strong focus on both in-depth research and continuous learning. Find out how they work and invest and why the team members do not speak to each other before 12 o’clock.

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The Fundsmith portfolio – Big changes without changing much

Terry Smith has significantly outperformed the market by owning high-quality growth companies. The portfolio’s sector exposure has changed a lot. Holdings in consumer staples have been cut by 25 percentage points. See what they bought instead and see the statistics on Fundsmith’s main reasons for selling a company. Also, learn which portfolio company Smith would own for the next 15 years if he could only select one.

A N A L Y S I S

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