Incentive As
INCENTIVE AS is an Oslo-based investment advisory firm specializing in asset management and investment solutions primarily for institutional clients and high-net-worth individuals. The firm is regulated both in Norway and by the US SEC (CIK: 0001665221; SEC#: 801-101477). Founded in 2015, it operates with a small professional team currently numbering six employees. INCENTIVE AS focuses on delivering tailored investment strategies and serves clients seeking sophisticated portfolio management.
Investment Strategy
INCENTIVE AS employs a data-driven, active management approach, focusing on diversification and risk-adjusted returns in global equities and fixed income. The firm leverages a disciplined investment process based on comprehensive market analysis and aims to provide long-term capital appreciation for its clients through dynamic portfolio construction and continuous risk monitoring. Their strategies are tailored to meet the unique needs of institutional investors and private clients.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SW | SMURFIT WESTROCK PLC | 100.00% | $100.2M | 2,322,540 | $50.87 | $43.15 | -$4.0M |