John Duus

Provides investment advice

VK is an active, value-oriented investor and manages diversified portfolios invested primarily in equity from Norway and the Nordic countries and to a lesser extent in fixed-income. They also manage a global fund invested in the Alliance Bernstein Global Growth trend fund. The firm's investment philosophy is based on bottom-up fundamental stockpicking. They primarily base investment decisions on the assessment of balance sheets, company management and their relationship with shareholders, as well as the analysis of the growth potential and structure of the market in which the company is traded, and the investee's position in that market. Among these criteria, VK believes company management is crucial. As a consequence company visits are essential in their decision making process.