We have a clear and well defined strategy aiming at future-proofing Investor and our companies in order to maximize long-term value.
Our ultimate target is to generate an attractive total shareholder return. Our annual return requirement is 8-9 percent (risk-free interest rate plus equity market risk premium).
Our business model
We actively support our companies in managing today’s fast-changing environment by using our well-proven engaged ownership model, which is at the core of our value creation process. We work in a structured way and apply the same approach to all companies, while acknowledging that they are in different phases in different industries.
The boards of our companies, and the chair in particular, are crucial in our ownership model. We always seek board representation and strive to ensure that the boards are the best possible in terms of relevant skills and experience. Our business teams, consisting of our board representatives and investment professionals, build deep knowledge about each company, its industry dynamics and competitive landscape, with the aim to identify key strategic value drivers. Our representatives communicate these value creation plans to the companies’ boards and chairs.
While the value creation plans differ between the companies, certain focus areas run across the portfolio. Such focus areas include digitalization, including AI, sustainability, talent management and succession planning.
Corporate structures
Evaluating corporate structures continues to be high on the agenda within the portfolio. It is critical that all companies work actively with their portfolios to reduce the exposure to areas that are not strategic or will decline over time and invest in areas that will benefit from transformational trends. It is key to ensure that
sufficient resources are deployed in growth areas.
26% Total Shareholder Return (SIXRX 19%)
SEK 13.5bn dividend paid of which SEK 3.2bn to our main owners, the Wallenberg Foundations
-82% CO2e emissions compared to 2016 (Investor AB)
-65% CO2e emissions compared to 2016 (portfolio companies)
