Deep Dive – Why Investor AB is a stock to hold for decades
In its Pensioenportefeuille (Pension Portfolio) series, the Belgian business magazine Trends puts together a portfolio of twenty shares that an investor can hold for decades without having to pay it much attention. For the fourth instalment, the editorial team chose Investor AB (Stockholm: INVE B), the investment holding company of the Swedish Wallenberg family, founded in 1916.
Because Investor has been an important position in our portfolio for years, we follow the holding company closely. For the article, journalist Laurens Bouckaert spoke with Michael Gielkens, partner at Tresor Capital, about why Investor has comfortably beaten the Swedish stock market over the past twenty years, how the Wallenberg family arranges its succession, and which signals would prompt us to sell the share.
Trends gave us permission to republish the full article. We hope you enjoy reading it.
This article was originally written in Dutch and automatically translated into English with the help of AI. In case of any difference, the Dutch original prevails.
