PenSam overview
Stories about PenSam
Investors pivot to defence: Story of the Year
European governments have sharply ramped up defence budgets this year, leading to LPs and GPs alike undergoing a mass sentiment shift in favour of the sector.
How investors are adapting ESG policies on defence
Pension funds and insurers – as well as GPs – are revising documentation to permit investment into assets that are off limits for many.
Denmark’s PenSam and Finnish state pension seek GPs for defence exposure
A GP needs specialist knowledge to find the best opportunities in the defence sector, says Claus Jørgensen, chief investment officer at Denmark's PenSam.
Side Letter: QIC's European expansion; PE's healthcare revival
Australian LP giant QIC just got more firepower in Europe with a mandate from Denmark's PenSam. Plus: private equity's healthcare appetite is making a strong recovery; and findings from iCapital's adviser survey. Here's today's brief, for our valued subscribers only.
PenSam contact information
Offices
Jørgen Knudsens Vej 2, Farum, 3520, DenmarkContacts
| Name | Job title | Location | |
|---|---|---|---|
Key Contact Mr. Claus Jørgensen | Job titleChief Investment Officer | LocationFarum, Denmark | Email  ----- |
| Mr. Mikael Bek | Job titleHead of ESG | LocationFarum, Denmark | Email ------ |
| Mr. Niels Blixenkrone-Møller | Job titleChief Portfolio Manager | LocationFarum, Denmark | Email ------- |
| Mr. Christian Bonde Pedersen | Job titleSenior Portfolio Manager | LocationFarum, Denmark | Email ----- |
PenSam fund commitments
Known fund commitments: 16
| Fund | Manager | Commitment date | Commitment size |
|---|---|---|---|
Manager ----- | Commitment dateNov 2024 | Commitment size$60.224m | |
Manager ---------- | Commitment date- | Commitment size ---------- | |
Manager --------- | Commitment date- | Commitment size ------ | |
Stories that mention PenSam
What LPs are looking for in defence-related PE strategies
In this podcast, we look at how investors are eyeing opportunities that could arise from an estimated €9trn spending spree over the next decade.
Carlyle launches dedicated defence, reindustrialisation fund
Carlyle Defense and Reindustrialization Partners was registered in June.
Danish pension P+ seeks GPs for defence investment
The €25bn retirement scheme for academics joins a growing list of European LPs exploring opportunities in the defence sector.
Key trends: ESG goes underground, but what’s material still matters
Political pressure has muted ESG rhetoric across private markets, but LP data suggests responsible investment remains firmly embedded.
How Finland’s state pension is scoping out GPs for defence investment
'We are expecting some private equity managers to be investing in this area and we have been scanning their ESG policies,' says SPFF chief executive Timo Löyttyniemi.
Side Letter: Reskilling for retail
Efforts to expand US retail access may be facing fresh political opposition; yet another LP is seeking to accommodate defence opportunities; India's secondaries landscape appears to be thriving.
Private equity returns to the front line on defence
European investors’ mass pivot towards the defence sector has huge potential implications for private capital. Will the flow of money match the shift in sentiment?
Germany's Marondo adds defence focus in new fundraise
Marondo Capital is targeting €250m for its second fund, which will invest in dual-use defence and critical infrastructure, PEI has learned.