Ulrik Fugmann

Ulrik Fugmann

Co-Chief Investment Officer

Bio

Ulrik 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

Articles from Ulrik Fugmann

Article

Portfolio perspectives

Emerging market equities offer a deep‑value play as the global growth engine turns green

 By Edward Lees and Ulrik Fugmann, Co-Heads of the Environmental Strategies Group EMs now sit at the centre of the world’s…

By Edward Lees & other authors

11/08/26
Article

Portfolio perspectives

Emerging market equities offer a deep‑value play as the global growth engine turns green

 By Edward Lees and Ulrik Fugmann, Co-Heads of the Environmental Strategies Group EMs now sit at the centre of the world’s…

By Edward Lees & other authors

11/08/26
Article

Portfolio perspectives

Renta variable emergente: una apuesta de deep value ante el nuevo impulso del crecimiento global

Los mercados emergentes (ME) se sitúan hoy en el epicentro de la transición económica global, actuando como proveedores clave de…

By Edward Lees & other authors

11/08/26
Article

Portfolio perspectives

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…

By Ulrik Fugmann & other authors

30/06/26
Article

Portfolio perspectives

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…

By Ulrik Fugmann & other authors

30/06/26
Article

Portfolio perspectives

Les enjeux de la souveraineté : opportunités d'investissement dans un monde fragmenté

En cette époque d’instabilité géopolitique, de transformation technologique et de fragmentation économique, le paysage de l’investissement évolue à grands pas.…

By Ulrik Fugmann & other authors

30/06/26
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