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.
Industrivärden’s portfolio consists of sizable ownership stakes in the eight portfolio companies Volvo, Sandvik, Handelsbanken, Essity, SCA, Ericsson, Skanska and Alleima.
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 in 1944 by Handelsbanken to manage the shareholdings taken over by the bank during the economic crisis in 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 takes an involvement in the portfolio companies’ board compositions and board work as well as through direct dialogue with the 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 can provide financial support when needed. This is especially important in a time of major transitions, where the companies must 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, value-added is created for the companies and thus for 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.