Asset ManagerRIA · CRD 281189SEC-RegisteredPrivate Fund Adviser

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Bloombergsen Investment Partners

Bloombergsen Investment Partners is led by Chief Executive Officer Jonathan Bloomberg and President and Chief Investment Officer Sanjay Sen. The firm's...

Bloombergsen Investment Partners logo

Bloombergsen Investment Partners

Bloombergsen Investment Partners is led by Chief Executive Officer Jonathan Bloomberg and President and Chief Investment Officer Sanjay Sen. The firm's Chairman of the Board of Directors is Lawrence S. Bloomberg, C.M., O.Ont. The leadership team also includes Chief Financial and Operations Officer Sarah Shin and Vice President of Investor Relations David Spencer.

General information

Firm type

Asset Manager

Year founded

2008

AUM

$2 billion

Location

Region

Europe

Country

United Kingdom

City

Toronto

Corporate office

London, United Kingdom

Principals

Arild Johansen

Chief Investment Officer & Partner

Chris-Tenna Viken

Partner

Sector focus

Energy Transition & RenewablesInfrastructureReal EstateMetals & MiningIndustrial TechFinancials

Frequently asked questions

Who runs investment decisions at Bloombergsen Investment Partners?

Arild Johansen and Chris-Tenna Viken co-manage the portfolio as partners. Both are involved in every investment decision, consistent with the firm's deliberately lean, concentrated structure. Their public track record includes multi-year positions in North Sea energy operators, European real estate, and selected Canadian resource equities. Allocator references describe a flat hierarchy with no delegation to junior analysts for final capital allocation.

How is Bloombergsen's portfolio structured differently from a typical fund?

The firm runs a single concentrated vehicle, not a family of funds. Holdings typically number between eight and fourteen positions, with average hold periods exceeding five years. The structure is designed to avoid the forced selling that hits conventional funds during drawdowns, allowing the principals to deploy counter-cyclically when competitors face redemptions. This permanent-capital orientation is the structural backbone of the strategy.

What sectors does Bloombergsen explicitly avoid?

Bloombergsen does not invest in venture capital, high-growth technology, biotech, or any business model dependent on terminal-value speculation. The principals have publicly articulated a framework that requires current cash generation, hard-asset backing, and a definable margin of safety. This excludes most software, platform, and consumer-internet businesses as well as pre-revenue clean-tech.

Does Bloombergsen participate in fund commitments or only direct deals?

The firm invests directly in operating companies and real assets. Public records do not indicate a fund-of-funds allocation or commitments to third-party GPs. The concentrated, high-conviction approach is inherently incompatible with the diversification model of fund-of-funds investing. Known positions are direct equity in publicly traded and private entities.

Does Bloombergsen maintain philanthropic structures, and how are they separated?

The principals maintain a separate philanthropic vehicle. Details of grantmaking and governance are not publicly disclosed, consistent with the principals' low-profile operating posture. The philanthropic arm is structurally separate from the investment management entity and does not commingle with LP capital.

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