Guest: Jean-Pascal Tricoire CEO and Chairman of Schneider Electric

In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world’s largest maker of electrical equipment. The group born out of the industrial revolution, is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean Pascal discuss this transformation along with geopolitical challenges, doing business in China and India and new trends in digitisation and decarbonisation.

The fund's investments in Schneider Electric

At the end of 2022 the fund's holdings in Schneider Electric had a market value of 19.5 billion kroner or 2.0 billion dollar.

More about Schneider Electric

The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschaug Johansen. Background research was done by Sigurd Brekke with input from portfolio manager Martin Prozesky.