Who we are
Staying true to our values
Family shareholder based - Multi-generational perspective
- A spirit of entrepreneurship with a multi-generational perspective on business
- Responsible and meaningful growth to nurture great companies
- Agile decision process with the support of a stable controlling shareholder
Strong business heritage - Resilience through the cycles
- Applying decades of accumulated industrial and managerial experience to new challenges and situations
- Ability to embrace new industries and ways of working without compromising on our principles or fundamental values
- A+ / A1 ratings reflecting our robust balance sheet and financial flexibility
An engaged investor - Committed to the long-term
- Aligned with long-term trends driving the economy and society
- Focus on attractive industries and sectors with potential to grow steadily over time
- Willing to remain invested as and where we see value
- Always prioritizing the long-term view when it comes to decisions in support of our portfolio companies
How we create value
Identifying investment opportunities, managing the portfolio and exerting influence
Identifying sector-leading global companies
- Leveraging our unique network and sourcing capabilities to identify quality investment opportunities
- Partnering with sector leaders with the potential to capitalize on secular growth trends and participate actively in sector consolidation
- Exercising a dynamic capital allocation strategy
- Focus on global companies headquartered in Europe and that benefit from our extensive European network
- Always a cornerstone investor with a place at the board
An influencial voice on the board
- Providing valuable industry and sector knowledge and experience
- Constructive partner, demanding yet supportive with management
- Insight backed by strong analytics and independence of judgement
- Focusing on key business decisions in the areas of CEO selection and remuneration, business strategy, and capital allocation
Working for the common good
- Striving to balance the need for returns with the wider needs of society and the planet
- Focus on companies and sectors at the forefront of social, economic and environmental progress
- Leveraging influence to promote the best ESG practices across our portfolio
How we create wealth
Preserving and growing wealth
Seeking to achieve consistently increasing portfolio worth
- Growing net asset value steadily and consistently through the cycle
- Ensuring capital allocation is consistent with that objective
- Underpinned by a disciplined, focused, methodical process
Delivering attractive return to shareholders through capital appreciation and dividend yielde
- Focus on companies that can deliver meaningful and sustained growth
- Investing where returns are good without need for leverage
- Delivering growth in both value through NAV appreciation and income through dividends
Benchmarking performance against conventional and ESG metrics
- Outperforming the Stoxx Europe 50 in Total Shareholder Return over the long term
- Integrating ESG fully into our investment process
- Anticipating new developments in performance and sustainability measurement