Investment in shipping shares, stupidity or foresight?

by Ragnhild Wiborg, ODIN Forvaltning AS

It may seem that the biggest fools in business are ship owners, only surpassed by investors in shipping shares.

ODIN Forvaltning is one of the largest financial shipping investors in Scandinavia. We have large holdings in many of the publicly owned shipping companies in Norway and Sweden.

In this address to this distinguished shipping community, I will discuss why we have taken these positions. I will share with you our thoughts about what we expect the shipping companies to do in the future, and what we expect they will not do.

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