Absolute commitment to long-term value creation for our clients.
As an independent Norwegian portfolio manager we provide our clients with investment opportunities across the Nordic markets and global life science.
"Arctic Asset Management is a specialist in the Nordic markets and in selected global strategies, managing funds and discretionary mandates. We do what it takes to exceed our clients' expectations. That's what we call excellence in execution!"
Lisbeth Gyland, CEO Arctic Asset Management
Arctic Asset Management AS is an independent investment manager. We manage UCITS-funds and discretionary mandates.
At Arctic Asset Management, we have a truly active approach to bringing long-term value creation to our clients.
We are constantly expanding our ambition to be the preferred investment manager for our clients, with long-standing client relationships and continuous growth, thanks to skilled investing.
Arctic Asset Management was founded in 2010, as the investment manager for Arctic Funds Plc. Today we manage both mutual funds and discretionary mandates on behalf of a broad range of Nordic and international clients.
The company is owned by its employees, Arctic Holdings AS and Rasmussengruppen. We are headquartered in Oslo, along with an investment team located in Stockholm.
Arctic Asset Management is licensed by the Financial Supervisory Authority of Norway (Finanstilsynet) to conduct discretionary portfolio management and associated services pursuant to the Securities Trading Act (Lov om Verdipapirhandel).
"Arctic Midt i Måneden" is our mid-month podcast hosted by our CIO, Albert Collett. He invites fund managers and other selected guests to discuss market events, industries and sectors, and investment strategies - among other topics.
Markedene i mars ble påvirket av krigen i Iran som har spredt seg til store deler av Midtøsten og skapt betydelige globale ringvirkninger. Etter at USA og Israel angrep Iran på den siste dagen i februar, har regionen vært preget av krigshandlinger, med påfølgende avbrudd i råvareproduksjon og forsyningskjeder som har gitt økt markedsvolatilitet.
On April 6, Arctic Aurora LifeScience holdings Soleno Therapeutics and Neurocrine Biosciences announced an agreement in which the mid-cap commercial biotech Neurocrine acquires Soleno for USD 2.9 billion or USD 53 per share - a 34% premium over the last closing price.
On March 31, Arctic Aurora LifeScience portfolio company Apellis Pharmaceuticals announced that the company had agreed to be acquired by Biogen for an upfront cash consideration of USD 5.6 billion, representing a 140% premium on the latest closing price.
Geopolitisk uro, stigende energipriser og økt markedsvolatilitet preger finansmarkedene i mars. Hva betyr dette for renter, aksjer og investorers posisjonering fremover? I denne episoden av Arctic Midt i Måneden diskuterer Albert Collett sammen med Cathrine Foyn, Tone Varmann og Alexander Larstedt Lager hvordan krig og usikkerhet påvirker markedene – og hvor mulighetene kan ligge i en urolig tid.
Yesterday, two companies in the Arctic Aurora LifeScience portfolio reported positive clinical data, which was rewarded by the market. Clinical execution and identifying companies with differentiated drug candidates yields excess returns, as demonstrated by Xenon's share price, which appreciated by close to 50% on positive data, and Dianthus, which appreciated by 21%.
Artificial intelligence (AI) is often portrayed as a disruptive force. In the pharmaceutical and biotechnology industries, however, it should primarily be understood as a structural value driver, enhancing productivity, improving capital efficiency and strengthening long-term competitive positioning. By compressing timelines in the discovery process and improving efficiency at the clinical and commercial stages, AI-based tools can reduce costs and meaningfully improve industry economics.
Arctic Asset Management is authorized as an investment firm and is under supervision by the Norwegian Financial Supervisory Authority. The Compliance department seeks to ensure that the company conducts its activities in accordance with applicable laws and standards.
Arctic Asset Management believes strong performance depends on responsible investing. In our view, companies with a positive and improving impact on the environment, corporate governance and social responsibility, are more likely to provide excess returns to investors over time.
We therefore analyse ESG issues and integrate sustainability in our investment process. Furthermore, analysing a company’s ESG factors is a central part of our risk analysis.
Arctic Asset Management
P.O. Box 1833 Vika
NO-0123 Oslo
Haakon VII's gate 5, NO-0161
Tel +47 21 01 31 00
Arctic Asset Management
Sweden Branch
Regeringsgatan 38
SE-111 56 Stockholm
Tel +46 844 68 6100