Last week, our Head of Sweden Gilles Lafleuriel joined industry peers at Private Equity Insights’ Nordic PE Conference in Stockholm to discuss “Best Investment Strategies: Sector Specialist or Multi-Focused.”

His key takeaways:

💡 Specialization matters - To access the right deals, manage execution risk, and create sector-specific value throughout the holding period.

🌍 Diversification still plays a role - Even within a focused strategy like Obligo’s sustainable infrastructure approach, diversification comes through investment stage, geography, regulatory frameworks, or sub-sectors.

🤝 Trust is everything - The real winners are those who build lasting confidence with LPs by staying true to their mandate, in both strategy and performance.

A big thank you to Private Equity Insights and Hasan Qaiser for bringing together such an inspiring group of investors and to fellow panelists Fredrik Strömholm (Impilo), Thomas Blomqvist (Axcel), Henrik Aspen (Verdane), and moderator Staffan Jåfs (eQ) for a great discussion!