As a family-owned investment firm, we strongly believe that each generation has a responsibility to leave things in a better state than they received it from the previous generation. With this in mind, environmental, social and governance (ESG) factors are a key part of our strategy.
Integrating ESG in our investment decisions
Acting as a catalyst for change within our portfolio companies
Aligning focus areas with long-term megatrends
In short, we look for companies that have an overall positive balance in terms of ESG contribution. Investing in tangible and sustainable business gives us a relative vast playfield in terms of sectors where we could be potential investors. We nevertheless try to identify some areas where we believe we have a legitimate right to play and which are aligned with today’s and tomorrow’s long-term megatrends:
Rapid urbanization creates opportunities in infrastructure and construction, as well as supply chain management. Based on our expertise in these business areas, we aim to foster innovation in construction materials and optimize the supply chains of the companies we participate in.
Global economic power shift
The shift in global economic power is expected to fragment global trade over the next few decades. We want to build on our expertise to assist companies in in- or re-shoring their activities.
Natural resources availability
The increasing demand for energy, food and water affects the availability of natural resources. We want to do our part in fighting climate change and resource scarcity, by advocating resource sobriety and reducing waste and emissions.
The digital revolution is changing behaviours and expectations, as well as the tools used to deliver new services and experiences. Our ambition is to infuse the often mature industries we invest in with innovative technologies.