AKO Capital, every mention
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every year anyone Nicolai Tangen 13Ted Seides 3Casey Whalen 2
Verbatim, from the transcripts: the passages where AKO Capital comes up
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 5:01 Ted Seides Before taking the helm three years ago, Nikolai was the founder of AKO Capital.
- ▶ 6:59 Nicolai Tangen When I set up AKO, I thought, you know what, we probably can get more out of companies than other people. 2 times in the scene
- ▶ 10:53 Nicolai Tangen We did it at AKO. 2 times in the scene
- ▶ 13:11 Nicolai Tangen I decided to set up AKO. 6 times in the scene
- ▶ 19:16 Nicolai Tangen And AKO had been very successful.
- ▶ 26:53 Ted Seides When you start with your lens at AKO, which is obviously a far more concentrated portfolio, and then think about active risk in the context of the largest pool in the world, how do you decide what and how much to take that active risk?
- ▶ 31:01 Ted Seides I'm curious to get your sense of the differences in the depth of research that you saw when you're more focused at AKO compared to across 9000 companies in your equity portfolio at the sovereign wealth fund.
- ▶ 52:06 Nicolai Tangen And then my colleagues at AKO were important in forming me. 2 times in the scene
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 18:10 Casey Whalen I always use Nikolai Tangent at AKO, the epitome of this.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 34:08 Casey Whalen Everyone probably knows them already, but, and he's, I think he's probably one of the best examples of self-improvement and just is, and he's not running it anymore, but Nikolai Tangina, AKO, and I think, you know, Patrick and Gorm now are…