Arctic Midt i Måneden - the Holiday special
Et år med renter, aksjer og muligheter - og hva skjer i 2026?
Arctic Asset Management
Absolute commitment to long-term value creation for our clients.
Nordic asset management
As an independent Norwegian portfolio manager we provide our clients with investment opportunities across the Nordic markets and global life science.
Excellence in execution
"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
A trusted provider of investment strategies
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).
Listen to our podcast!
"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.
Latest news
Arctic Asset Management - Arctic Asset Management - Markedskommentar november 2025
Aksjemarkedene opplevde en mer volatil måned enn tidligere i høst, og «fryktindeksen» VIX nådde sitt høyeste nivå siden april. Debatten var dominert av økende bekymringer rundt AI- og teknologisektoren, der det nå oppstår tendenser til sirkulær finansiering, men også selskaper som ser økt investeringsbehov for å opprettholde konkurransekraft. Dette førte til en svak første halvdel av måneden før markedene reverserte mye av tilbakegangen og endte tilnærmet flatt.
Arctic Asset Management - Arctic Midt i Måneden - Stock picking i fokus: Hva jakter vi på nå – og for 2026?
Hvordan plukker man egentlig vinneraksjene? I denne episoden av Arctic Midt i Måneden deler Arild Huitfeldt og Herman Østensen sine beste innsikter fra et år der teamet har slått Oslo Børs med god margin. Vi snakker resultatsesong, mulighetene som dukker opp akkurat nå – og hva vi allerede ser etter for 2026.
En innsiktsfull prat, ledet av Albert Collett.
Arctic Asset Management - Merck acquires flu specialist Cidara Therapeutics for USD 9.2 billion
Arctic Aurora LifeScience portfolio company, Cidara Therapeutics agreed to be acquired by large pharmaceutical company, Merck for USD 9.2 billion, a 109% premium to the stock’s last close.
Arctic Asset Management - Obesity companies strike deal with the Trump administration increasing visibility for the accelerating obesity market
Novo Nordisk and Eli Lilly are set to lower the prices of their obesity medicines. As a result of the price agreement, they will gain access to a larger patient population in the US, which is expected to offset the price reductions.
Arctic Asset Management - Markedskommentar oktober 2025
Nyhetsbildet i oktober ble i stor grad preget av handelskrigen mellom USA og Kina. I begynnelsen av måneden innførte Kina økt kontroll på eksport av sjeldne jordarter og kritiske mineraler. Som respons truet Trump med kraftige mottiltak, inkludert 100 % tariff på kinesiske varer fra 1. november. Markedene reagerte kraftig både den ene og andre veien ettersom utspillene endret seg. Mot slutten av måneden møttes Trump og XI til forhandlinger og det ble i etterkant annonsert en ettårig pause i forhandlingene. Forhandlingene har imidlertid fortsatt i etterkant og underliggende strukturelle uenigheter vedvarer.
Compliance
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.
Environmental, Social and Governance
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.
Offices
Oslo
Arctic Asset Management
P.O. Box 1833 Vika
NO-0123 Oslo
Haakon VII's gate 5, NO-0161
Tel +47 21 01 31 00
Stockholm
Arctic Asset Management
Sweden Branch
Regeringsgatan 38
SE-111 56 Stockholm
Tel +46 844 68 6100