Lofoten is an independent, owner-operated investment company with a team of four investment professionals running two long-term equity strategies, Europe and Global.
We are active and independent investors with a fundamental, bottom-up stock-picking process which is disciplined, repeatable and benchmark-agnostic.
We invest in superior quality business models with a focus on visibility, sustainable margins and high returns on invested capital.
Our investment approach is valuation-driven and high conviction.
We look for a strong alignment of interest between company management and shareholders.
We incorporate ESG criteria into our investment process, in line with the UNPRI (see Responsible Investment page).
As a firm, we maintain a focus on investments and outsource all distractions.