JONAS OLAVI — Alpcot
Jonas Olavi is no founder heading for an exit — he is the man on the other side of the table. Chief equity strategist at Nordea, asset allocation at Alfred Berg and today a fund manager at Alpcot. 20+ years in the financial industry.
In this episode he gives his honest view of unlisted as an asset class: how large a share of the portfolio should reasonably be unlisted, what he looks at first in an unlisted company, what mistakes new investors make — and why the compound interest effect demands an entirely different time horizon when it comes to unlisted holdings.
