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Norway wealth fund wants to better tap growth potential of unlisted firms

Published 28/08/2019, 10:46
Norway wealth fund wants to better tap growth potential of unlisted firms
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By Gwladys Fouche and Terje Solsvik

OSLO (Reuters) - Norway's $1 trillion (£815 billion) sovereign wealth fund, the world's largest, should have more freedom to invest in unlisted equities, its manager said on Wednesday, a proposal that could help the fund better capture the growth of U.S. tech firms.

The world's largest sovereign wealth fund, which pools Norway's revenues from oil and gas production in stocks, bonds and real estate abroad, is currently only allowed to invest in unlisted equities if a listing is imminent.

The fund's management has complained in the past about being unable to invest in companies early on in their growth, particularly U.S. tech firms, as companies have tended to seek a listing late on in their growth process.

"The (central) Bank is of the opinion that the wording of the current regulation that the board must have expressed 'an intention' to seek a listing should be amended," the central bank said in a letter to the finance ministry published on its website on Wednesday.

"To date, we have interpreted this mandate regulation as requiring a concrete board resolution to apply for listing in the near future.

"Our experience is that such resolutions are passed relatively late in the process, and that a number of transactions that might have been relevant to the fund have not therefore been pursued."

The letter then suggests that a limit of 1 percent of the equity portfolio could be dedicated to that type of investment, which would have corresponded to 63.5 billion crowns (£5.7 billion) at the end of the second quarter, according to a Reuters calculation.

Investing in unlisted equities has been a vexed issue for the fund. In 2014 it joined U.S. investors BlackRock (NYSE:BLK) and Waddell & Reed to buy a $1.6 billion stake in motor racing's Formula One as an IPO was planned.

After the investment was made, Formula One cancelled plans for the IPO, putting the fund in contravention of its own mandate. The fund came under political and media criticism for the investment and the fund's CEO acknowledged mistakes had been made.

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