Post by AMWatch

“When we are celebrating New Year’s Eve in the year 2030, we are entering a very different world," says Audun Wickstrand Iversen, manager of the DNB Disruptive Opportunities fund, in a recent video presentation. "The next few years are going to be, we think, rather crazy. I think we are at the beginning, not at the end." The fund has delivered a total return of 198% versus the MSCI World benchmark’s 104% since its inception in 2019, and focuses on five investment categories: connectivity, digital platforms, machine revolution, demographics, and sustainability. "While we are focusing on new technologies because disruptions are very often enabled by some sort of technology, we are investing across the value chain and across sectors, because disruptions can appear in all sectors – healthcare, fintech, industrials, energy,” explains fellow portfolio manager Emilie Engen. #tech #ai #humanoid #selfdriving #disruptive #disruption #genai #agentic #investment #techinvestment #assetmanagement #funds #fundmanagement #finance #nordics #norway #norge #kapitalforvaltning https://lnkd.in/eCaxgMbv