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

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

AI: A sustainability risk and opportunity for long-term investors

By Alex Bernhardt, Global Head of Sustainability Research, and Ulrik Fuggman, Co-Head of the Environmental Strategies Group Investors can help…

By Alexander Bernhardt & other authors

08/06/26
Audio

Portfolio perspectives

Renewable energy in focus amid the energy shock

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…

By Ulrik Fugmann & other authors

19/03/26
Audio

Portfolio perspectives

Electrification and AI turbocharge clean energy outlook

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…

By Ulrik Fugmann & other authors

30/01/26
Article

Forward thinking

The case for listed environmental infrastructure

Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…

By Edward Lees & other authors

06/10/25
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