Company in brief

Industrivärden is a listed holding company that invests in and works long-term to develop and create value in its portfolio companies. Active ownership is exercised through sizable ownership stakes in a selection of listed companies with strong market positions, good cash flows, financial strength and clear development capacity.

Industrivärden’s stock offers exposure to a portfolio of companies with proven business models, a large breadth of underlying business areas and good value potential.

With a well-developed business model and sustainable approach, the goal is to generate a long-term attractive return at balanced risk.

On December 31, 2023, Industrivärden’s portfolio consisted of sizable ownership stakes in the eight portfolio companies Volvo, Sandvik, Handelsbanken, Essity, SCA, Skanska, Ericsson and Alleima.

Industrivärden’s Class A and C shares are listed on the Stockholm Stock Exchange (Nasdaq Stockholm), Large Cap segment.

Industrivärden’s Class A and C shares are listed on the Stockholm Stock Exchange, Large Cap list (Nasdaq Stockholm).

Business mission

To be a holding company that invests in and works long-term to develop and create value in its portfolio companies.

Strategy

To conduct active ownership through sizable ownership stakes in a selection of listed companies with strong market positions, good cash flows, financial strength and clear development ability.

Objective

To generate a long-term attractive return at balanced risk. The character and breadth of the portfolio companies combined with Industrivärden’s ownership involvement reduce risk.

 

Approach

Operations are to be conducted in a sustainable way in all aspects. By being a long-term active owner, Industrivärden contributes to sustainable development of its portfolio companies.

Experience as an engaged owner

Industrivärden was founded by Handelsbanken in 1944 to manage the shareholdings taken over by the bank during the economic crises of the 1920s and ’30s. Since then, the portfolio has continuously evolved to capitalize on opportunities in companies with favorable development potential, based on the prevailing conditions in the business environment. As an active owner, Industrivärden engages in its portfolio companies’ board compositions and board work, and through direct dialogue with portfolio companies. In recent years, Industrivärden has further focused its operations and strengthened its ownership model.

Active ownership a distinct success factor

In Industrivärden, the portfolio companies have an engaged owner that actively participates in their corporate governance and strategic development, and that provides financial support when needed. This is especially important at times of major change, when companies need to take advantage of opportunities and reduce risks coupled to shifts such as digitalization, electrification, and sustainability. By making clear demands, having a long-term approach and contributing to the portfolio companies’ development, added value is created in the companies for the benefit of Industrivärden’s shareholders.

Industrivärden investment case

Distinguished portfolio companies

Exposure to quality companies that are characterized by proven business models, a wide breadth of underlying business areas, strong market positions, good cash flows, financial strength and clear capacity for development.

Engaged owners

With a foundation in strong positions of influence, substantial knowledge about the portfolio companies and their business environments, a long-term perspective and financial strength, Industrivärden actively contributes to the portfolio companies’ governance and strategic development. The long-term ownership perspective entails a natural focus on sustainable development and long-term value creation in the portfolio companies.

Attractive return at balanced risk

The portfolio companies’ capabilities and characteristics, combined with Industrivärden’s long-term ownership involvement, enable an attractive return at balanced risk.