FAM – MANAGING ASSETS AS AN ACTIVE OWNER WITH A LONG-TERM OWNERSHIP HORIZON
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon.
FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education.
FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network.
OWNERSHIP PHILOSOPHY AND FOCUS
FAM takes an active approach to ownership by focusing on activities that are in the best interests of holdings in the long term. In its role as a leading owner, FAM works to ensure that the boards of holdings have the right composition, and that FAM’s board representatives drive strategic work.
FAM’s responsibility as majority owner is exercised in an engaged and discerning manner. FAM’s investment managers, who follow and analyze the holdings and the markets they operate in, support the board representatives.
FAM’s team evaluates new opportunities that are in line with the current investment and ownership philosophy. The investment managers, together with the board members associated with the companies, form a business team for each holding. The business teams are the basis for active ownership.