What makes us unique
RELIABILITY …
Family-run
Investment company with +120 years history
Patient capital
Reliable partner through economic cycles
Diversification
Across sectors, geographies and investment styles
Purpose-driven
Helping companies build sustainable businesses and embedding ESG in operations & investment decisions
Strong partnerships
Longstanding relationships with like-minded entrepreneurs and investors
Teamwork
Diverse talents with shared values and sector expertise
… & DYNAMISM
Growth investor
Investments at all stages of the lifecycle to foster further growth
Active ownership
Supportive advice for portfolio companies
Value creation
Delivering competitive long-term return
Innovation
We believe innovation drives economic and societal progress
Liquid Exposure
To top-tier private businesses
Agility
Fast decision-making process
A diversified strategy …
4
Sectors of focus
Consumer and retail
Digital transformation
Education
Healthcare and life sciences
3
Complementary investment styles
Sofina Direct
Long-term minority investments
Sofina Growth
Sofina Private Funds
3
Regions
Valuing Environmental, Social and Governance impact
… across stages of a business lifecycle
