Deep Dives

Deep Dive – Investor AB stays the course under the Wallenberg empire in turbulent times

Michael Gielkens

Michael Gielkens

— 19 min read
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Deep Dive – Investor AB stays the course under the Wallenberg empire in turbulent times
Joep Dikken and Magnus Dalhammar (Investor AB) at the Investor AB headquarters in Stockholm

During our trip to Stockholm, analyst Joep Dikken and the undersigned visited the head office of Investor AB (Stockholm: INVE-B). In addition, the Swedish family holding company held its annual general meeting on 7 May 2026 at the China Theatre in Stockholm. In this deep dive, we combine our insights from both events, analysing the long-term strategy, the ownership model and the macroeconomic environment.

This article was translated automatically from Dutch using AI. In case of any difference, the Dutch original prevails. Read the original in Dutch.

Michael Gielkens · Tresor Capital

I'm Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analysing holding companies and serial acquirers to building long-term strategies. What was once a hobby is now my job. More from Michael Gielkens

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