Valis Advisory

A boutique financial advisory and management firm, based in Sweden.

01 — The firm

A small team of experts with extensive international careers.

Valis Advisory is a boutique financial advisory and management firm bringing together a small team of experts with extensive international careers in finance, law, procurement, sales and general management.

The team has particular depth of experience in emerging and frontier markets across Eastern Europe, the Middle East and Asia. Based in Sweden, Valis Advisory primarily manages and advises on the team's own investments and portfolio companies.

Established
2019
Based
Stockholm, Sweden
Entity
Valis Advisory AB
559219-7189
LEI
549300XBP5EN1XG4PU07
Group
Part of the Valis Group

02 — Investment approach

Our investment approach centres on six long-term themes we believe will matter — and create returns.

01

Forest & nature

One earth to share.

Forests and natural assets connect long-term value with the health of our planet. Attractive compounding return features, combined with the need for responsible ownership and stewardship, make forests a key long-term asset to own.

02

Metals & mining

The resources behind progress.

Geopolitical tensions, energy transition and the growth of AI infrastructure are foundations for a powerful wave of demand for metals and minerals, while supply will struggle to keep up.

03

Health

Time is priceless.

If time were a commodity, it would be priceless. Health is its closest proxy: the ability to live longer and better will always be in demand.

04

Robotics

Intelligence meets the physical world.

Robotics gives artificial intelligence the ability to act in the physical world. We believe this convergence could profoundly change how we work, produce and live.

05

Spirituality

The search for meaning.

As AI prompts new questions about our purpose and place in the world, interest in spirituality, religion and human connection may grow. We see this search for meaning as an enduring human need.

06

Energy

Powering a changing world.

AI computing, supply-chain disruption and geopolitical tensions may reshape energy demand, availability and prices. Oil and gas remain relevant in the near term; we see nuclear power as a compelling long-term source of reliable energy.

03 — Assignments

Businesses grow through relationships.

We share a passion for creating and developing businesses — and the relationships that help them thrive.

Our team is embedded in the Nordic startup and venture capital ecosystem, combining local connections with an international outlook.

Selective external advisory

We rarely take on external assignments. When we do, they typically involve helping international businesses and investors connect with the Nordic business and investment ecosystem.

04 — Contact

Enquiries are read by the team, not a mailbox.