Industrial Technology

The Industrial Technology Industry Team is headed by Morten Blix. The team comprises Fredrik T. Bysveen and Amol Judge.

The team seeks to invest in industrial companies characterized by the following:

  • Growing market with limited volatility
  • Proven ability to capture market share
  • Position protected by technological and/or delivery or supply chain advantages
  • Strong financial track record with healthy margins
  • Low customer concentration
  • Visible and predictable revenue stream
  • Strong systems and routines, strong management, not people dependent

The Industrial Technology investment portfolio currently includes: