We build best-in-class companies, drive net asset value growth and generate cash flow, creating sustainable value and an attractive total shareholder return over time.

Value creation through 
engaged ownership

Value creation plan
The plan varies from company to company, 
but typically focuses on:
• Sustainable profitable growth
• Operational excellence
• Corporate structure
• Agility and financial flexibility
• Succession planning and talent management

We support our companies by using our well-proven engaged ownership model, which is at the core of our value creation process. We apply the same approach to all companies, while acknowledging that they are in different industries with different conditions. 

Our companies’ boards, and the Chairs in particular, are crucial in our ownership model. We always 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 of identifying key strategic drivers to maximize long-term shareholder value. 

All three business areas generate cash flow and all three offer investment opportunities. This cash flow underpins our financial flexibility and enables us to grow our net asset value through investments in existing and new companies, while paying a steadily rising dividend.

When our companies succeed, our net asset value and cash flow grow, which supports our ultimate target of generating an attractive total shareholder return.