Panorama Invest Aps
Panorama Invest ApS is a Danish investment advisory firm managing the UCITS-compliant PortfolioManager Panorama Invest KL fund, listed on Nasdaq Copenhagen. It serves individual and professional investors seeking long-term absolute returns through a concentrated portfolio of undervalued quality global equities and bonds.
- Company typePublic
- Founded2023
- HeadquartersDragør, Denmark
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Panorama Invest Aps does
Panorama Invest ApS is a Danish investment advisory company founded in 2023 and headquartered in Dragør, Denmark. The firm serves as the investment advisor to PortfolioManager Panorama Invest KL, a UCITS-compliant investment fund listed on Nasdaq Copenhagen (ISIN: DK0062612727). The fund maintains a concentrated portfolio of approximately 25 carefully selected undervalued quality companies in developed global markets, combined with bond holdings, with an average equity allocation of 60-68%. The investment strategy was originally developed by partner Jan Vedersø and applied in his private portfolio from late 2001 to November 2023, with results independently verified by Deloitte for the 2001-2021 period before being transferred into the regulated UCITS structure.
The company's proprietary technology stack consists of investment valuation models and IT tools developed by analyst Anders Parker for evaluating company fundamentals, identifying mispricing, and managing dynamic equity/bond allocation. A three-person team drives all investment and operational decisions: Jan Vedersø sets investment strategy and conducts company analysis, Anders Parker handles company analysis, IT systems, and model development, and Henrik Meinertz manages investor relations and macroeconomic sparring. The team collectively brings 30+ years of institutional investment experience, including prior management of approximately 4 billion DKK across nine portfolios at Alm. Brand Asset Management (2016-2021), eight of which outperformed their benchmarks.
The business model is fee-based, charging a Total Expense Ratio (TER) of up to 1.45%, with the manager fee rising toward 1.2% as the fund's capital grows. Distribution is achieved through the fund's Nasdaq Copenhagen listing, enabling investors to purchase units via any Danish bank's netbank at NAV plus or minus a 0.25% spread, with Jyske Bank providing market-making liquidity. The primary customer segment is individual/private investors seeking long-term absolute returns with downside protection, with a secondary pathway into professional and institutional investors. The team has aligned interests with clients by co-investing more than 40 million DKK of personal capital into the fund.
Panorama Invest Aps firmographics
Firmographics- Name
- Panorama Invest Aps
- Legal name
- Panorama Invest ApS
- Website
- https://panoramainvest.dk
- Company type
- Public
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Panorama Invest ApS is a Danish investment advisory firm managing the UCITS-compliant PortfolioManager Panorama Invest KL fund, listed on Nasdaq Copenhagen. It serves individual and professional investors seeking long-term absolute returns through a concentrated portfolio of undervalued quality global equities and bonds.
- Ownership category
- akta.pro rank
Panorama Invest Aps industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Panorama Invest Aps is headquartered
LocationHeadquarters
- HQ city
- Dragør
- HQ country
- Denmark
- HQ region
- Europe
Offices1 record
Markets served
Panorama Invest Aps business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Management Fee (TER): Total Expense Ratio (TER) of 1.45% on invested capital. Manager fee starts at a reduced rate and increases to 1.2% as the fund's capital grows. This is the primary revenue stream for Panorama Invest.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard fund fee structure |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Panorama Invest Aps product offering
Product offeringCore offering
Panorama Invest ApS is the investment advisor to PortfolioManager Panorama Invest KL, a UCITS-compliant long-term globally oriented investment fund listed on Nasdaq Copenhagen (ISIN: DK0062612727). The fund invests in significantly undervalued quality companies in developed markets combined with bond investments, dynamically adjusting equity/bond allocation based on opportunity availability, with an absolute return objective and capital protection focus.
Product overview
Panorama Invest offers a single core investment product: the PortfolioManager Panorama Invest KL fund (also referred to as 'Fonden'). This is a UCITS-compliant, long-term globally oriented investment fund listed on Nasdaq Copenhagen. The fund focuses on investing in significantly undervalued quality companies across developed markets combined with bond investments, targeting absolute returns with capital protection. The fund contains approximately 25 carefully selected undervalued quality companies with an average equity allocation of approximately 60-68%. The investment strategy was originally developed for Jan Vedersø's private portfolio from late 2001 and was verified by Deloitte (2001-2021), before being applied to this UCITS fund structure. Investors can purchase fund units through their netbank by using the ISIN code DK0062612727.
Differentiator
Problem solved
Functional benefit
Products and services
- PortfolioManager Panorama Invest KL A UCITS-compliant long-term globally oriented investment fund listed on Nasdaq Copenhagen that invests in significantly undervalued quality companies in developed markets and bonds, targeting absolute returns with capital protection. The fund contains approximately 25 carefully selected companies with an average equity allocation of around 60-68%. Annual operating costs (TER) are capped at 1.45%.
Quantifiable outcome
- 43.5% return since fund inception (01.12.23 - 20.07.26)
- +2 more outcomes
Companies that use Panorama Invest Aps
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Panorama Invest Aps technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
Panorama Invest Aps partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Jyske BankcoreJyske Bank provides liquidity for the fund on the stock exchange, ensuring continuous buy and sell availability for investors at any time without dependence on another investor wanting to trade simultaneously.
- PortfolioManager Panorama Invest KLcoreThe fund that Panorama Invest provides investment advisory services to. Panorama Invest is the investment advisor for this UCITS fund listed on Nasdaq Copenhagen.
Scale indicators6 records
Recent moves7 records
Expansion highlights4 records
Panorama Invest Aps competitors and assessment
Company assessmentDirect peers
- Maj Invest: Danish independent asset manager offering actively managed global and Danish equity funds with a fundamental, long-term value-tilted philosophy. Closely comparable to Panorama Invest in mission, structure (UCITS-compliant retail funds), and Danish distribution model.
- Sparinvest: Danish fund manager offering a range of actively managed equity and mixed-asset UCITS funds distributed through Danish banks. Comparable to Panorama Invest as a domestic Danish active manager targeting retail investors via bank platforms.
- C Worldwide Asset Management: Copenhagen-based active global equity manager running concentrated, fundamentally-driven developed-markets strategies. Highly comparable to Panorama Invest on mandate type, geographic focus, and target Danish/international investor base.
- Veritas Asset Management: London-based active global equity manager running concentrated, fundamentally-driven developed-markets strategies with an absolute-return orientation. Closely comparable to Panorama Invest on mandate style, conviction weighting, and value/quality philosophy.
- BankInvest: Danish asset management company offering actively managed UCITS funds distributed via Danish banks and pension providers. Comparable retail-distribution model and active fundamental mandate set overlap with Panorama Invest.
- Handelsbanken Fonder: Nordic active asset manager (Handelsbanken subsidiary) running fundamental global and Nordic equity funds. Comparable in active developed-markets mandate and Nordic-bank distribution channel; serves similar long-term retail and institutional investors.
Broad incumbents
- Capital Group: Large global active asset manager running fundamental, conviction-weighted developed-markets equity strategies (e.g., American Funds). Comparable investment philosophy (long-term fundamental, valuation-aware) but vastly larger scale, multi-product platform, and global distribution.
- Dodge & Cox: US-based active value-oriented manager of global and US equity funds with a long-horizon, fundamentals-driven approach and concentrated portfolios. Highly comparable investment philosophy to Panorama Invest but operating at much greater scale.
- Lindsell Train: London-based boutique active global equity manager with a long-term, concentrated, quality-and-valuation-tilted philosophy. Closely comparable to Panorama Invest on mandate and philosophy, though more established and with global institutional distribution.
- Danske Invest Asset Management: Denmark's largest asset manager and part of Danske Bank group, offering a broad multi-asset active fund range including global equities. A larger incumbent competitor that Panorama Invest competes with for Danish retail flows, but with vastly broader product, distribution, and capital base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Panorama Invest Aps social profiles
Digital presencePanorama Invest Aps compliance and trust
Trust signalCompliance2 records
Panorama Invest Aps financial estimates
Financial estimateRevenue estimate
Valuation estimate
Panorama Invest Aps leadership team
Management profileNumber of profiles
Profiles3 records
Panorama Invest Aps funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Panorama Invest Aps M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Panorama Invest Aps
What does Panorama Invest Aps do?
Panorama Invest ApS is the investment advisor to PortfolioManager Panorama Invest KL, a UCITS-compliant long-term globally oriented investment fund listed on Nasdaq Copenhagen (ISIN: DK0062612727). The fund invests in significantly undervalued quality companies in developed markets combined with bond investments, dynamically adjusting equity/bond allocation based on opportunity availability, with an absolute return objective and capital protection focus.
Is Panorama Invest Aps a public or private company?
Panorama Invest Aps is a public company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Panorama Invest Aps founded?
Panorama Invest Aps was founded in 2023. It employs 1 to 10 people.
Where is Panorama Invest Aps based?
Panorama Invest Aps is headquartered in Dragør, Denmark, in the Europe region.
How does Panorama Invest Aps make money?
One revenue line is on record: management Fee (TER).
Who are Panorama Invest Aps's main competitors?
Direct peers on record are Maj Invest, Sparinvest, C Worldwide Asset Management, Veritas Asset Management, BankInvest and Handelsbanken Fonder. Broad incumbents are Capital Group, Dodge & Cox, Lindsell Train and Danske Invest Asset Management.
Does Panorama Invest Aps have an API?
No public API is recorded for Panorama Invest Aps.
What industry is Panorama Invest Aps in?
Panorama Invest Aps's product category is Asset Management. Its primary akta.pro industry code is FSAAAIAE, International/Ex-U.S. Developed Equity (Active), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.