EQT CEO Sees Record Pipeline of New Investments in 2021

The transcript discusses the current high levels of investment activity, despite the pandemic, and the focus on long-term value creation rather than current valuations. It highlights investments in the telecom and broadband sectors, the active IPO market, and the importance of ESG and sustainable investments. Concerns about SPACs and their potential conflicts of interest are also addressed.

What is the current trend in investment activity according to the transcript?

• Investment activity is at an all-time low.

• The pandemic has halted all investment activities.

• There is a record pipeline of new investments.

• Investments are only happening in public markets.

How does the speaker view company valuations?

• Based on current market value.

• Focused on short-term gains.

• Centered on long-term value creation.

• Dependent on public opinion.

Which sector is highlighted as having significant potential for future growth?

• Traditional retail

• Telecom, specifically broadband fiber

• Oil and gas

• Automotive manufacturing

What is a key factor driving the current IPO market?

• Lack of new companies

• Decline in public interest

• Decrease in stock market value

• Increased activity compared to last year

Which sector is facing challenges due to sustainability trends?

• Education

• Healthcare

• Oil and gas

• Technology

How does EQT differentiate itself in terms of ESG offerings?

• By focusing solely on financial returns

• By avoiding ESG considerations

• By ignoring stakeholder interests

• By integrating sustainability into their investment strategy

What is a concern mentioned about SPACs?

• They have no conflicts of interest.

• They are always managed by experienced teams.

• They guarantee long-term value creation.

• They involve many fees at entry.