Long-term owner of businesses with network effects or scale advantages

Kold Investments is a specialized public equity investment firm based in Copenhagen, managing a single strategy for a group of long-term partners.

We pursue long-term investments in companies characterized by network effects or scale advantages and led by exceptional people.

The strategy is concentrated, with around 10 companies in the portfolio.

Each investment is underwritten with a six to eight year horizon, aiming for outsized optionality.

Our primary measure of risk, at both the security and portfolio level, is the potential for permanent capital impairment over that horizon, not near-term price volatility.

Simon Kold

Prior to founding Kold Investments in 2024, Simon Kold spent a decade at Novo Holdings, investing in both public and private companies.

He is also the author of On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability published by John Wiley & Sons. Content and interviews related to the book are available here.

To contact Kold Investments, please email info@koldinvestments.dk

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. It does not constitute investment advice and does not provide a basis for making an investment decision. By accessing this website and any of its pages, you are agreeing to the terms set out in our website terms of use.