Through engaged ownership and a clear focus on Performance, Portfolio, and People, we ensure that our companies deliver sustainable growth and remain resilient.
Our purpose
We create value for people and society by building strong and sustainable businesses
Our strategic pillars
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Performance
Profitable growth in our companies drives value creation. We future-proof our companies through innovation while addressing underperformance.
Profitable growth is the main driver of value creation, with Investor’s performance directly linked to the performance of our companies. Value is created first and foremost through profitable organic growth, complemented by add-on investments. At the same time, investing for the future is essential for long-term competitiveness. As engaged owners, we encourage and challenge our companies to capture opportunities from innovation, digitalization and AI, and to translate them into measurable impact. We are long-term in our perspective, while remaining focused on performance today and addressing underperformance when it arises.
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Portfolio
To own the right businesses over time, we continue to invest in, and gradually prune the portfolio, supported by our financial flexibility.
We must ensure that we are exposed to businesses with prospects for profitable growth in markets with structural tailwinds. Most of this gradual transformation is organic in each portfolio company, complemented by add-on investments that bring new products, technologies, customers and markets.
While developing our existing portfolio companies is always our first priority, we also seek investment opportunities in new companies, complementing and gradually rejuvenating our portfolio. We look for companies that benefit from structural growth trends, have attractive positions in their value chains and business models that we understand, and where we can contribute with our expertise and network, in addition to capital. Given our very long investment horizon, we take our time to find the right new companies.
Ultimately, we strive to invest in and own strong companies that win in the long run. -
People
Our recipe for success is built on close collaboration between driven individuals, combining competence, innovation, drive for value creation, and sound values.
Empowerment at Investor is rooted in our decentralized model built on trust. Employees are given mandate to act and are expected to take initiative and drive value creation. Clear development plans and an open job market help us develop our people, enable internal mobility and build capabilities for the future. We also embrace new technologies to foster innovation and enhance efficiency.
In our portfolio companies, people and talent management are an integral part of how we drive long-term value creation. Succession planning is key, while continuously rejuvenating boards helps ensure the right mix of relevant experience, backgrounds, mindsets and perspectives to drive performance and transformation.
We invest significantly in building and nurturing our network of people, facilitating the sharing of best practices and experiences across our companies and supporting the development of talent.
Throughout everything we do, we never compromise on values and integrity. A strong moral compass builds trust with our stakeholders and is fundamental to who we are and how we create value over the long term.
Our ultimate target
Generate an attractive total return to shareholders
Our annual return requirement is 8–9 percent. This is achieved by delivering on our total return objectives: grow net asset value, pay a steadily rising dividend and operate efficiently and sustainably. During 2025, our total shareholder return (TSR) was 15 percent (27), while the SIXRX return index gained 13 percent (9). Over the past 20 years, our annual TSR has averaged 15 percent compared to 10 percent for the SIXRX return index.
Total shareholder return, 2025
15%
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Grow net asset value
Our adjusted net asset value should grow in excess of our return requirement. To achieve this, we invest in high-quality companies and support them to grow profitably.
Adjusted net asset value, SEK bn, 2025
1,087
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Pay a steadily rising dividend
Our dividend policy is to pay a steadily rising dividend, supported by cash flow from all three business areas: Listed Companies, Patricia Industries and Investments in EQT.
Dividend per share, SEK, 2025
5.60
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Operate efficiently and sustainably
We drive efficiency and embed sustainability into everything we do, strengthening performance today and competitiveness tomorrow. Smart, resource-conscious solutions cut environmental impact, build resilience, and create lasting value.
CO₂e emissions reduction portfolio, 2025 compared to 2016
-74%
Our business model
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
Grow net asset value
Generate cash flow
Efficient operations and balance sheet flexibility
Investment and distribution capacity
Invest in high-quality companies
Pay a steadily rising dividend
Generate an attractive total return to shareholders
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.
Discover more
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Learn moreOur Companies
We create value for people and society by building strong and sustainable companies.
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Learn moreBusiness areas
Our investments are divided into three business areas, Listed Companies, Patricia Industries and Investments in EQT.
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DownloadAnnual Report 2025
Read more about our targets and progress in our Annual Report.
