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▶ 127:16 · $SAFFRON · $SAFFRON · Christian highlights Saffron's 13-year 20%+ IRR as aerospace JV
episode briefing
In Good Company with Nicolai Tangen

What makes a great company | Investment Conference 2025 | Norges Bank Investment Management

2025-04-29 · 5 company · 2 thematic
sentiment
4 bull0 bear1 neu
speakers
christopher hohn

Founder and portfolio manager of TCI hedge fund; known for value-based approach and active engagement strategy; named one of Time's 100 most influential people; hedge fund manager of the year in 2007; knighted in 2014 for philanthropy and international development.

christian syninding

CEO of EQT; under his leadership, EQT quadrupled in size, became Sweden's fourth largest listed company, and a leading forward-thinking organization in private markets.

quote
“we invested in Saffron. We've owned it for 13 years now and in in in we're actually one of the largest investors in the company and we made around more than a 20% IRR for 13 years. They're a joint venture with G Aerospace in aircraft engin…”
—christian syninding
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$SAFFRONbullish· highchristopher hohn
Hohn highlights Saffron's 13-year 20%+ IRR as aerospace JV
Saffron delivered attractive returns (>20% IRR over 13 years) due to high barriers to entry in aircraft engines (no new entrants for 50 years) and the lucrative spare parts busine…
$SAFFRONbullish· highchristian syninding
Christian highlights Saffron's 13-year 20%+ IRR as aerospace JV
Saffron delivered attractive returns (>20% IRR over 13 years) due to structural advantages in aircraft engines including high barriers to entry and spare parts model.
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Hohn notes Snell investment mattered due to concentrated ownership
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