Per Johansson, Co-Chief Investment Officer of Origo Funds, a prominent Nordic fund recognized as one of the top 20 in the region, presented a thesis for a specialized software firm at the 2025 Sohn Monaco Conference. Origo believes this stock has the potential to double in value within the next 12 months and become a multi-bagger over the mid-term.
Also our coverage of the 2025 Sohn Hong Kong Conference, 2025 Forbes Iconoclast Summit and the Best Alternative Investment Fund Conferences for 2025.
2025 Sohn Monaco Conference - Origo Funds' Per Johansson
Behind the Strategy: Per Johansson
Per's career in finance began in London in 2004 as an equity research analyst, followed by a move to Boston in 2007. In 2009, he relocated to Hong Kong to help establish a new Fidelity office. By 2011, Johansson returned to London to assume the role of sole portfolio manager for the Fidelity Nordic Fund, while also co-managing the Fidelity Series American Model Fund, which he had initiated in Hong Kong in 2010.
By the time he departed Fidelity, he was responsible for managing nearly 3 billion in assets and was awarded the prestigious Lipper Award for the best European fund. Johansson is also a regular speaker at the Sohn Conference, marking his third appearance at the event.
Origo Funds: A Focused Approach
Origo Funds operates with two distinct strategies: a hedge fund and a Nordic-focused fund.
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