Industrivärden in brief

Mission

To create shareholder value through active ownership and a professional investment operation.

Business and goals

Industrivärden is one of the Nordic region’s leading holding companies. Its goal is to generate high growth in net asset value over time and thereby give the shareholders a total return which, over the long term, is higher than the average for the Stockholm Stock Exchange.

Strategy

Industrivärden creates value through active ownership and a professional investment operation. Active ownership is based on Industrivärden’s model for value creation in its portfolio companies. The investment operation is built upon a structured process of continuous analysis of existing and potential holdings.

Investment criteria

• Mid- and large cap listed Nordic companies.
• Companies with business models that can be applied in several markets and with a good ability to generate growth in cash flow.
• Leading positions in selected market segments.
• Strong potential for growth in value through active ownership.
• Ownership stakes that enable significant influence.
• Concentration on a limited number of shareholdings.

Portfolio philosophy

• Fully invested in equities.
• Active ownership with a long-term investment horizon results in lower turnover in the portfolio.
• Borrowing provides leverage in equities portfolio.