At Group level we structure, develop and optimise the ownership of the portfolio businesses.
Schouw & Co. has a very long investment horizon, and we are open towards attractive acquisitions and consolidations. On a continuous basis, we assess if we are best owners and can make value-creating and appropriate divestments. However, it is not the goal of Schouw & Co. to carry out many transactions.
At business level we ensure a focused operation and continuous transformation of the businesses.
Schouw & Co. focuses on solid performance and growth in the portfolio companies, and that allocation of capital is effected. Together with the businesses we endeavour structural and strategic initiatives, including the options of expansion and bolt-on acquisitions.
Our mission and vision as they have been for more than a decade:
We put together a portfolio of leading Danish industrial businesses, which we develop through value-creating, active and long-term ownership.
We strive to be among the best in creating value in a proper and trustworthy manner.
Our strategy wheels, that are the foundation for the value-creation in Schouw & Co, and our simple model stating what is important when performing active ownership:
The mantra of Schouw & Co. provides an insigt into what we require and expect form our portfolio businesses:
"Results are created by people"
- ensure and maintain a leading position
- be developed subject to our active ownership model
- have a long-term growth strategy
- contribute to value-creating consolidations
- generate ROIC of more than 15%
- have visible values and a strong culture
- be prepared for progressive changes.
|
Area |
Goal |
|
Growth |
Substantial growth every year |
|
Profit |
Benchmark level profitability |
|
Returns |
ROIC > 15%, but depending on investment risk |
|
Gearing |
NIBD comfort zone is between 1 and 2 times EBITDA |
|
Dividends |
Constant/increasing dividends and share buybacks |
|
Portfolio |
A ’handful’ of large and strong companies |
