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, dividend yield, and share buybacks and cancellations

  • Focus on companies that can deliver meaningful and sustained growth
  • Investing where returns are good without need for leverage

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