Investor as an Investment Case
Our companies have strong market positions and high exposure to attractive long-term trends.
Within medtech and healthcare, our companies benefit from demographic trends and we see good opportunities for geographic expansion. Within automation, companies such as Atlas Copco, ABB and Piab are well positioned to capture vast opportunities. EQT provides us with strong exposure to the growing segment alternative investments, while Ericsson and Nasdaq re good examples of companies with
strong technology offerings, which is important in an increasingly digital world.
Investor’s business model, building strong and sustainable businesses through engaged ownership, has proven successful over time. Over the past ten years, the average annual total shareholder return has amounted to 19 percent, compared to 11 percent for the SIXRX return index.
Our strong balance sheet and cash flow allow us to capture attractive investment opportunities and to pay a steadily rising dividend. Over the past ten years, annual dividend growth has averaged 11 percent per year.
The Investor share is a competitive and liquid investment opportunity, offering exposure to a well-diversified portfolio of listed and unlisted high-quality companies. Our management costs amount to approximately 0.10 percent of adjusted net asset value.