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Tech-investor med 27 pct. i gennemsnitligt afkast: Her er hans aktier episode artwork

EPISODE · May 27, 2026 · 1H 2M

Tech-investor med 27 pct. i gennemsnitligt afkast: Her er hans aktier

from Børsen investor

Der ligger Micron, Arm og Nvidia i porteføljen, men SpaceX-aktien får ingen plads i den globale aktive aktiefond Horizon3, hvor Henrik Karlsen er investeringsdirektør. Siden lanceringen i begyndelsen af 2023 har Horizon3 givet et gennemsnitligt årligt afkast på 27 pct., oplyser Henrik Karlsen, der i denne podcast fortæller om sin investeringsprincipper, investeringstemaer og om, hvilke aktier han særligt forventer meget mere afkast af i fremtiden. Hør også Nina Movin, adm .direktør i Otto Mønsteds Fond, fortælle om sit syn på Elon Musks’ børsnotering af SpaceX, og hvordan Nasdaq-børsen har bøjet regler for SpaceX og, hordan det vil åvirke resten af aktiemarkedet. Værter: Gro Høyer Thielst og investorredaktør Simon Kirketerp Producer: Frederik Præstiin Følg All Star porteføljen her: https://borsen.dk/investor/all-stars-portefoelje/4318eb37-8a86-4d71-a3d1-2fc9ccbd5c18/borsens-all-star-portefolje

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Tech-investor med 27 pct. i gennemsnitligt afkast: Her er hans aktier

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