A.P. Moller Capital

A.P. Moller Capital is excited to announce our new partnership with Bergé y Compañía to grow BERGÉ into a leading ports infrastructure company in Iberia and Latin America.   Founded in Spain over 150 years ago, BERGÉ is a key player in Iberia and Latin America, with a presence in 27 ports across Spain and Southern France, as well as operations in Mexico and Colombia. BERGÉ operates a fully integrated supply chain, facilitating global goods transportation.   With a strong culture of teamwork, commitment, and integrity, BERGÉ has built deep relationships across the industry, backed by its extensive experience and trusted reputation in the ports and logistics sector. We look forward to working alongside the BERGÉ team, leveraging our combined expertise to drive the company’s next phase of growth and expansion.   Both partners have committed to significant future investments to strengthen BERGÉ’s position as a port and logistics operator in Iberia and Latin America. The investment is financed through a separately managed fund backed by A.P. Moller Holding.   The transaction remains subject to relevant regulatory approvals.

It was great to be back at World Economic Forum (WEF) Annual Meeting this year with the topic of “Collaboration for the Intelligent Age” where we discussed navigating conflict, the impact of President Trump’s administration, the trends and impact of AI, along with current economic trends and evolving regulation. Despite the complexities and uncertainties that are expected to persist throughout the world, our industry will continue to be supported by key fundamental trends – those being global growth and global trade. There remains a huge role for us to play as an investor in mid-market, value-add infrastructure. We continue to focus on key sectors of transport/logistics and renewable energy amongst others, as we help our businesses capture their part of both growth and trade while navigating the exposure to geopolitics to protect and preserve outcomes. As A.P. Moller Capital, we remain firmly committed to investing in critical, scalable infrastructure across the globe which is sustainable and beneficial to society. Applying decades of operational experience and the global network of A.P. Moller Holding, our investment team remains acutely focused on actively managing our existing portfolio to create and deliver value for our investors, along with the surrounding stakeholders and communities. We also remain committed to the green transition as well as tracking and improving relevant ESG and sustainability metrics in our investments. We ended 2024 with gratitude to have consummated many new investor relationships in our second fund which has representation from all relevant continents. We look forward to forging deeper relationships with our existing partners and establishing new ones in 2025. Kim Fejfer, Managing Partner & CEO

Abu Dhabi Investment Authority (ADIA) held a two-day Infrastructure Forum, gathering global industry experts to discuss future supply chains and changing infrastructure needs in light of changing demographics, consumer patterns, re-globalization as a result of geopolitics, and the impact from the green transition. As we look to the next decade, the global trade and transport landscape is undergoing seismic shifts. Resilient growth in transport infrastructure is set to continue, driven by three major forces: 𝐃𝐞𝐦𝐨𝐠𝐫𝐚𝐩𝐡𝐢𝐜 𝐒𝐡𝐢𝐟𝐭𝐬 & 𝐆𝐞𝐨𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥 𝐑𝐞𝐨𝐫𝐝𝐞𝐫𝐢𝐧𝐠: With growing populations, urbanization, and an expanding middle class, key regions and sectors are primed for growth. The evolving geopolitical dynamics, especially between the US and China, will reshape global supply chains and create new investment opportunities. 𝐓𝐡𝐞 𝐆𝐫𝐞𝐞𝐧 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧: While decarbonizing shipping and transport is essential for achieving climate goals, it also opens vast opportunities for infrastructure development—fuel production, storage, and logistics hubs that cater to the next generation of energy solutions. 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐃𝐞𝐦𝐚𝐧𝐝: As trade volumes grow, there is a massive need for new investments in ports, storage, inland logistics, and electrification. From bulk shipping to rail networks, we need to build resilient, sustainable systems to keep up with demand. The transportation and logistics sectors are crucial to supporting not only global trade but also essential industries like energy, health, food, and water. With a market size of $1.8 trillion, the infrastructure gap presents significant opportunities for strategic investments—projected to grow at 7.2% per year until 2030. As part of the A.P. Moller Group, we are uniquely positioned to play a key role in this transformation. As an infrastructure fund manager with a global footprint, we combine expertise in transport, logistics, and green transition infrastructure. Our commitment to sustainability aligns with the needs of investors looking to support long-term growth while achieving attractive returns. 𝐓𝐡𝐞 𝐩𝐚𝐭𝐡 𝐟𝐨𝐫𝐰𝐚𝐫𝐝 𝐢𝐬 𝐜𝐥𝐞𝐚𝐫: Invest strategically, support resilient supply chains, and build infrastructure that caters to evolving trade patterns and flows of minerals, liquids, and cargo. The next decade of growth starts now! Thank you to the ADIA team and panelists for the excellent event and valuable discussions.

Countdown to COP29: ‘The Finance COP’ Dubbed by many as the 'Finance COP', this year's climate conference in Baku, Azerbaijan seeks to establish a new global goal on climate finance. Supporting this, Denmark arrives at COP29 Azerbaijan next week with its strongest financial delegation to date, featuring leading insurance and investment firms. The Danish delegation brings a wealth of experience and expertise in finance, showcased in a packed programme at the Denmark Pavilion, with events focused on financing the green transition. Learn more about the agenda, discover events and connect with leading pension funds and asset managers at the Denmark Pavilion: PensionDanmark | Copenhagen Infrastructure Partners | A.P. Moller Capital | PKA | PFA | Lederne - Danmarks største lederorganisation | World Climate Foundation | Velliv Read more and discover Denmark's focus on green financing at COP29: https://lnkd.in/d7t2APaT The Denmark Pavilion is organised by: The Ministry of Climate, Energy and Utilities | Ministry of Foreign Affairs of Denmark | Danish Industry | State of Green Denmark #COP29 #DKatCOP #PublicPrivateClimateAction

We are pleased to share that Laura Coquis has joined A.P. Moller Capital as Partner - Investor Relations and Fundraising as of 6th of November 2024 We are excited to welcome Laura to A.P. Moller Capital as we embark on our next chapter of strategic growth. Laura will be responsible for Investor Relations, Fundraising as well as Communications.   Laura brings more than 25 years’ experience from global financial organisations. Having initially spent 9 years in Investment Banking with Merrill Lynch and Lehman Brothers, Laura moved into Investor Relations and Fundraising, where she has spent over 16 years in senior positions at BC Partners, OMERS and most recently, Investcorp.   Her expertise in global investor relations and fundraising will be instrumental in deepening our investor partnerships and expanding our reach. Kim Fejfer, CEO and Managing Partner   #apmollercapital #doingwellwhiledoinggood #privatecapitalforthepublicgood

A.P. Moller Capital partners with TE H2 and CIP for a large-scale renewables & green hydrogen project in Morocco. Under the presidency of His Majesty King Mohammed VI of Morocco and His Excellency Emmanuel Macron, President of the French Republic, the government of the Kingdom of Morocco and TE H2, CIP, and A.P. Moller Capital signed a Preliminary Contract for Land Reservation for the ‘Chbika’ project. Located near the Atlantic coast in the Guelmim-Oued Noun region, the ‘Chbika’ project aims to build 1 GW of onshore solar and wind capacities that will power the production of green hydrogen and its transformation into 200,000 tons per year of green ammonia for the European market. This project will constitute the first phase of a development program aimed at creating a world-scale green hydrogen production hub. TE H2 and CIP will be responsible for the development of renewable energy production, while A.P. Moller Capital will develop the port and associated infrastructure. Kim Fejfer, CEO of A.P. Moller Capital, stated: "We are proud to take this important step in the development of the green hydrogen industry in Morocco, building on the A.P. Moller Group’s long-standing history with the country. Developing competitive transport infrastructure is part of what we do and a fundamental part of green hydrogen value chains. We are looking forward to bringing this project forward in close collaboration with our strong consortium, Moroccan authorities and other stakeholders." #apmollercapital #doingwellwhiledoinggood #privatecapitalforthepublicgood

A.P. Moller Capital would like to extend sincere thanks to all who attended our Investor Day. Over 80 attendees from across the globe gathered in Copenhagen to learn more about A.P. Moller Capital, our portfolio, and our value-add approach. We appreciated the opportunity to share insights and provide thought leadership from within our industry, and we look forward to future engagements. Thank you again for your valuable participation. #apmollercapital #doingwellwhiledoinggood #privatecapitalforthepublicgood

A.P. Moller Capital is pleased to announce the establishment of Verdant Energy, a company pursuing renewables projects across South East Asia with a focus on development stage projects in C&I and utility scale solar, wind and energy storage (BESS) projects, from its headquarters in Singapore. The company is built around the highly experienced C-Suite team of Alan Yau (CEO), Diana Gao (CDO) and Sivaramakrishnan S. (CIO). Verdant Energy will strategically develop projects and invest in brownfield assets across the region with core markets being Vietnam, the Philippines, Thailand, Indonesia, and Malaysia. Dhruv Narain, Partner at A.P. Moller Capital, said: “We are pleased to welcome this experienced and capable team to lead Verdant Energy and drive our expansion into Southeast Asia. We believe that over the coming years, Verdant Energy will play its part in meeting the growing demand for renewable electricity in this dynamic region. This investment demonstrates our commitment to building a successful long-term investment business across Asia.” #apmollercapital #doingwellwhiledoinggood #privatecapitalforthepublicgood

A.P. Moller Capital is pleased to announce the signing of a Memorandum of Understanding with JSW Infrastructure Limited to further the creation of a joint-venture platform which develops and invests across the ports and logistics ecosystem in India.   Following our expansion into Asia since 2022, we are pleased to be growing our leadership and experience within transport and logistics in India and across the region.

A.P. Moller Capital is hosting its annual Investor Day on May 28th. We look forward to meeting with existing and prospective investors from our growing global institutional investor base. Gathering together in Copenhagen, we hope to update on our existing offerings and share insights into market opportunities and the macroeconomic conditions present in our markets of operation. We expect a packed agenda, including thought leadership from experts in our sectors and opportunities for engagement with our expansive network. We look forward to seeing everyone. --- The A.P. Moller Capital team