Strategy
Lundbergs’ objective is to generate a return for shareholders that comfortably meets the market’s return requirement. This is achieved through growth in dividends and net asset value.
Lundbergs is an investment company that manages and develops a number of portfolio companies based on long-term, active ownership.
A favorable return and value growth are to be achieved by Lundbergs
- being an active owner in its portfolio companies
- investing in accordance with clear criteria
- having a strong financial position that creates freedom of action.
Investment criteria
Investments are made in the wholly owned subsidiary, Lundbergs Fastigheter, and in publicly traded Swedish companies that have solid market positions, strong and stable cash flows and their own products and brands. Lundbergs has sound knowledge of the companies and industries in which it invests. This knowledge, in combination with the organization’s collective experience and in-depth analysis, constitutes the foundation for investment decisions.
Financial freedom of action and preparedness
Lundbergs places a high priority on work to ensure it has the financial capacity to leverage opportunities and address challenges. The financial risk is minimized by combining low indebtedness with good access to funds. Lundbergs Fastigheter’s properties are leveraged to a maximum of 50% of the market value; listed shareholdings must be unleveraged. In addition to bank loans, operations are financed through corporate bonds and commercial papers.