In this episode, Nicolai Tangen talks to Albert Baehny, the Chairman of Lonza and Geberit. Albert was the first person Nicolai called for advice when he became CEO of the fund. Check out what his advice was and much more!
At the end of 2021, the fund's holdings in Lonza had a market value of 12.9 billion kroner or 1.5 billion dollar. The fund's holdings in Geberit had a market value of 5.2 billion kroner or 586 million dollar.
The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research was done by Sigurd Brekke with additional input from our portfolio managers Emily Heaven, Justin Morris and Martin Prozesky.