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Company in brief

Industrivärden is a listed investment company that contributes to long-term development and value creation of its portfolio companies through active ownership. Operations are based on a concentrated portfolio of listed Swedish companies with strong market positions and good value potential. By contributing to the portfolio companies’ operational and strategic development, Industrivärden creates longterm shareholder value at balanced risk.

The business model is based on Industrivärden’s strengths, including a long-term investment perspective, strong positions of influence, a well-developed ownership model, depth of industrial knowledge and experience, financial strength and an extensive network. Industrivärden’s influence in its portfolio companies is based on sizable ownership positions and extensive reputational capital.

In its ownership role Industrivärden contributes to the portfolio companies’ work on establishing and strengthening leading positions in their respective industries over time. Strong emphasis is put on clear leadership, focus and flexibility. Active ownership is exercised mainly through involvement in nominating committee work, board representation and continuous dialogue with the portfolio companies. In addition, continuous evaluation is conducted of the companies and their boards, CEOs and managements. The various measures that are considered to enhance shareholder value are defined in Industrivärden’s owner agendas, which serve as the foundation of the Company’s influence work.

The long-term objective is to increase net asset value and thereby generate a competitive total return for Industrivärden’s shareholders. The equities portfolio is made up of investments in Sandvik, Volvo, Handelsbanken, Essity, SCA, Ericsson and Skanska. The portfolio companies have strong positions in their respective areas, and the equities portfolio is judged to have attractive long-term return potential at balanced risk.

Many companies today are encountering an increasingly complex world around them, growing competition and formidable challenges. This pertains to everything from different sustainability aspects and macroeconomic conditions in their respective geographic markets to threats and opportunities borne out of tumultuous and tightly intertwined megatrends. This development is creating growing opportunities for engaged and knowledgeable owners that have a keen understanding of their portfolio companies and the world around them. Having active owners that can set clear demands and be challenging, and support their portfolio companies, is therefore a distinct competitive advantage that benefits both the portfolio companies and us as an investor. This is where our strengths lie, with a professional organization and proven capacity to deliver favorable returns.

Industrivärden as an investment

High quality equities portfolio

Exposure to a concentrated portfolio of quality companies with good value potential and balanced risk exposure through portfolio companies with leading positions in their respective industries, great operational and financial flexibility as well as good capability to generate cash flows.

Active ownership

With a foundation in strong positions of influence, a long-term perspective and substantial knowledge about the portfolio companies and the environments they work in, Industrivärden makes an active contribution to their operational and strategic development by evaluating, making demands, influencing and providing support. The active ownership thereby reduces Industrivärden’s risk in its shareholdings.

Long-term and sustainable perspective

Industrivärden’s long-term ownership perspective entails natural focus on sustainable development and long-term value creating measures in the portfolio companies.

 

Competitive return

Industrivärden’s stock has generated a competitive return with balanced risk over both the medium and long terms.

 

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

Value performance

Annual average change per June 30, 2022

      Total return  
   

Net Asset Value*

Industrivärden C

Index (SIXRX)

 

 

2022, 6 months

-19%

-18%

-28%

 

 

1 year

-14%

-25%

-18%

 

 

3 years

5%

5%

9%

 

 

5 years

6%

5%

8%

 

 

7 years

8%

8%

9%

 

 

10 years

11%

13%

12%

 

* Including reinvested dividend

Last update: 28 Feb 2022