Nicolai Tangen - AKO Capital Investment Strategy (Jun 30, 2025)
As of Jun 30, 2025, the AKO Capital portfolio managed by Nicolai Tangen demonstrates a sophisticated investment approach with 2 positions and an average holding period of 0 quarters. The strategy focuses on Consumer Cyclical, Technology sectors with a typical position size of 11.1% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 11.11% and sector diversification of 2%, exemplified by the case study of FLUTTER ENTMT PLC (FLUT). This strategic framework provides insights into Nicolai Tangen's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 0 days | Style | Average duration positions are maintained |
| Position Count | 2 | Style | Number of active positions in portfolio |
| Position Size | 11.1% | Risk | Typical allocation per position |
| Win Rate | 0.0% | Performance | Percentage of profitable positions |
| Average Return | 0.0% | Performance | Mean return across positions |
| Sharpe Ratio | 0.00 | Performance | Return per unit of risk taken |
Investment Case Study: FLUTTER ENTMT PLC (FLUT)
3/31/2025 - 11/9/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 223 days
Max Position Size: $571,764.00
Position Weight: 7.42%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure