The sovereignty challenge: Investment opportunities in a fragmented world
By Ulrik Fugmann and Edward Lees, Co-Heads of the Environmental Strategies Group, and Portfolio Manager, Lazare Hounhouayenou In today’s…
30/06/26
Co-Chief Investment Officer
BioUlrik is co-CIO of Environmental Strategies Group and senior portfolio manager of long only and long-short environmental strategies managed by the group having joined BNPP AM in 2019. Ulrik began his career in 2001 at Goldman Sachs in London investing in companies globally focussed on how the world feeds, moves, energises and builds itself. He formed part of the internal investment group Goldman Sachs Principal Strategies Group from 2005-2007 and later co-ran the Goldman Sachs Thematic Investment Group from 2007-2012. From 2012, Ulrik was the CIO and co-founder of thematic asset management boutique North Shore Partners – became part of Duet Asset Management in 2015 – and later co-founded an environmental solutions focussed business, Sustainable Solutions, in 2017-2019. He holds a MSc in Economics and Political Science from University of Copenhagen.
Location London
Joined 2019