Mission and objectives

Goal and goal achievement

Industrivärden’s goal is to generate high growth in net asset value over time and to deliver a total return to the Company’s shareholders which, over the long term, is higher than the average for the Stockholm Stock Exchange (NASDAQ OMX Nordic, Stockholm).

Industrivärden has achieved this goal by a good margin, and Industrivärden’s stock stands up well in comparison with similar long-term investment alternatives. Industrivärden works according to a well established model for structured investment activities and active value creation in its portfolio companies.

Using this as a foundation and with a long-term approach, Industrivärden has generated favorable growth in net asset value in both the short- and long-term perspectives. This favorable performance, combined with the Company’s policy of paying a dividend yield that is higher than the average for the Stockholm Stock Exchange, has enabled Industrivärden to deliver an attractive and competitive total return to its shareholders.

For long periods of time – including the entire time since the Company’s stock market introduction in 1945 – Industrivärden’s stock has generated a higher total return than the average for the Stockholm Stock Exchange. In 2010 the total return for the Class A and Class C shares was 13 and 21 percentage points higher, respectively, than the return index.

The stock portfolio

The latest published stock portfolio in percent is displayed underneath.