Robert Lie Olsen

7 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Holberg Fondene

Professional background

Portfolio Manager at Holberg Fondene for the past 12 years. Prior to that, he worked as a Sales Representative at ABG Sundal Collier and gained valuable experience in sales and client relations. Additionally, he served as a Portfolio Manager at Nordea Investment Management and started their career as an Equity Analyst at Nordea Markets.

Educational background

Master of Science (MS), Business/Managerial Economic from Copenhagen Business SchoolCopenhagen Business School. Master of Science (MS), shipping, trade & finance City University London

Performance

13.46%

Manager Annualised Return Since Inception

9.46%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

13.46%

9.46%

3.99%

9.21%

6.03%

3.18%

*Inception date: 3/1/2016

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Holberg Norge

Value investing using fundamental analysis

Benchmark
MSCI Norway, Net, NOK

Class
A

ISIN
NO0010073224

AUM
258,081,453.75 €

Ongoing Charges
1.5%