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Philip Ripman, Portfolio Manager of Storebrand Global Solutions, invests in solutions to global mega-challenges.
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Beyond the negative headlines: Finding opportunity in Solutions

2. september 2026

The investment case for solutions investing is ultimately rooted in optimism. While headlines are often dominated by climate change, resource scarcity, geopolitical tensions, and pressure on healthcare systems, history shows that major challenges can also be powerful catalysts for innovation.

Time and again, entrepreneurs, engineers, scientists, and businesses have found new ways forward, creating products, technologies, and services that reshape industries and societies.


For instance, solar power cost less than a tenth in 2025 of what it did in 2010, turning what was a subsidized niche into the cheapest source of new electricity across most of the world.


Reading a human genome cost close to $100 million in 2001; it now costs a few hundred dollars — a rate of decline roughly a thousand times faster than Moore's Law.


The companies leading these transformations often become some of the defining success stories of their generation.


Today, many of the world's most pressing challenges are creating similar opportunities, from clean energy and resource efficiency to healthcare innovation and digital infrastructure.


"What often gets lost in the news cycle is that alongside every challenge, there are people and companies working on solutions - and some of them are head of the game, as they already have located and solved an important pieces of the puzzle. That's where we focus our attention", comments Philip Ripman, Portfolio Manager Storebrand Global Solutions, and adds; 


 “That is the essence of solutions investing: looking beyond the immediate headlines and identifying companies whose growth is supported by long-term structural trends".


Storebrand Global Solutions invests in companies that enable the transition to a more sustainable economy through renewable energy deployment, improved resource efficiency, healthcare innovation, water management, and digital infrastructure. These sectors represent some of the most important structural shifts taking place across the global economy. 

Storebrand Global Solutions invests in companies that enable the transition to a more sustainable economy:

CATL is a leading battery company at the forefront of sodium ion batteries, reducing the need for critical minerals and lowering associated costs.


CrowdStrike is a cybersecurity company at the forefront of utilizing AI to combat attacks against laptops and servers.


Prysmian is the world's largest cable manufacturer, at the forefront of high-voltage subsea and land interconnectors that carry renewable power to where it's actually needed.


Xylem is a global water technology company at the forefront of smart metering and treatment systems that cut leakage and stretch scarce water supplies.


Nextpower is a solar technology company at the forefront of intelligent tracking systems that squeeze more energy out of every panel installed.


Aurubis is a multi-metal producer at the forefront of recycling copper and other critical metals from scrap and e-waste, reducing the need for new mining.


Gedeon Richter is a pharmaceutical company at the forefront of women's health and neuropsychiatry, developing treatments in areas that have long been underserved.

The fund is available on major platforms in Sweden, Norway, Denmark, Finland, Iceland and the UK.  
 
Disclaimer: This is marketing material intended for professional investors only and note that all investments involve risk. Historical returns are no guarantee of future performance, and the value of invested capital can both increase and decrease. Full information, including the fund prospectus and legal documentation, is available on our website or upon request. 

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