Strategy Update: enkelfähig: creating value for generations. · Enkelfähigkeit (creating value...

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Strategy Update: enkelfähig: creating value for generations. Why do we do this? Factsheet Transformation: As a family-owned company we have over 260 years of experience with transformation. In the past time and again we have courageously adjusted our portfolio and company structures to changing conditions. We will continue to do so in the future. We met the challenges faced in recent years. As a result of vigorous consolidation, we have created a stable starting basis. We are building on this and are now opening a new chapter in Haniel’s corporate history. What is our approach? haniel.de What objectives are we pursuing? Enkelfähigkeit (creating value for generations): Haniel aspires to be enkelfähig, ensuring the future prospects for many generations to come through entrepreneurial activities. Creating value for generations means a strong value orientation coupled with modern entrepreneurial thinking and a clear performance focus. Leading family equity company with consistent sustainable alignment: With our transformation we are pursuing a clear objective: we will become the leading German family- equity company with a clear focus on sustainability. We combine the values and long-term alignment of a family-owned company with the flexibility and professionalism of a private equity investor. Sustainability Sustainability is our guiding principle for corporate activities. Business models are considered only if they can make a positive contribution to sustainability - today and in the future. This is why we are focussing on business models which can be allocated to one of three new investment sectors: People, Planet, Progress. As we choose the specific business models, we are guided by the United Nations Sustainable Development Goals and global megatrends. Performance We do not see sustainability as an end in itself. We are confident that sustainable business models can generate an outstanding return. We want to create values for many generations. As a result, performance of our portfolio is the focus. We set clear, ambitious targets. In the medium term, we aim to achieve a total return of more than nine percent, thus outperforming the capital market. We are refining our investment strategy, focussing on the sustainability and performance of our portfolio companies

Transcript of Strategy Update: enkelfähig: creating value for generations. · Enkelfähigkeit (creating value...

Page 1: Strategy Update: enkelfähig: creating value for generations. · Enkelfähigkeit (creating value for generations): Haniel aspires to be enkelfähig, ensuring the future prospects

Strategy Update:enkelfähig: creating valuefor generations.

Why

do w

edo

this?

Factsheet

Transformation: As a family-owned company we haveover 260 years of experience with transformation. Inthe past time and again we have courageouslyadjusted our portfolio and company structures tochanging conditions. We will continue to do so in thefuture.

We met the challenges faced in recent years. As aresult of vigorous consolidation, we have created astable starting basis. We are building on this and arenow opening a new chapter in Haniel’s corporatehistory.

Wha

t is o

ur a

ppro

ach?

haniel.de

Wha

t obj

ectiv

es a

rew

e pu

rsui

ng? Enkelfähigkeit (creating value for generations):

Haniel aspires to be enkelfähig, ensuring the futureprospects for many generations to come throughentrepreneurial activities. Creating value forgenerations means a strong value orientationcoupled with modern entrepreneurial thinking and aclear performance focus.

Leading family equity company with consistentsustainable alignment:With our transformation we are pursuing a clearobjective: we will become the leading German family-equity company with a clear focus on sustainability.We combine the values and long-term alignment of afamily-owned company with the flexibility andprofessionalism of a private equity investor.

SustainabilitySustainability is our guiding principle for corporateactivities. Business models are considered only if theycan make a positive contribution to sustainability -today and in the future. This is why we are focussingon business models which can be allocated to one ofthree new investment sectors: People, Planet,Progress. As we choose the specific business models,we are guided by the United Nations SustainableDevelopment Goals and global megatrends.

PerformanceWe do not see sustainability as an end in itself. Weare confident that sustainable business models cangenerate an outstanding return. We want to createvalues for many generations. As a result,performance of our portfolio is the focus. We setclear, ambitious targets. In the medium term, we aimto achieve a total return of more than nine percent,thus outperforming the capital market.

We are refining our investment strategy, focussing onthe sustainability and performance of our portfoliocompanies

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Strategy Update:enkelfähig: creating valuefor generations.

How

spe

cific

ally

do

we

inve

st?

Factsheet

haniel.de

Wha

t is o

urco

ntrib

utio

n?

PLANET PROGRESSPEOPLE

We enable people tolead healthy, peaceful

and happy lives

We take actionto preserve

our planet forfuture generations

We foster progress tocreate innovations,

prosperity &economic growth

Wha

t are

our

focu

s are

as?

Page 3: Strategy Update: enkelfähig: creating value for generations. · Enkelfähigkeit (creating value for generations): Haniel aspires to be enkelfähig, ensuring the future prospects

Strategy Update:enkelfähig: creating valuefor generations.

How

spe

cific

ally

do

we

impl

emen

t thi

s?

Factsheet

Haniel Operating Way: We are changing from being aclassic portfolio manager to a strategic architect thatactively develops companies. With the HanielOperating Way (HOW), we create operating pillars toenable us to further develop our portfolio on anongoing basis. It focuses on process and customerorientation in order to achieve operational excellence ineach of our business investments.

haniel.de

Wha

t doe

s tha

tm

ean

for u

s? Agile organisation: In order to achieve our ambitiousobjectives, we are also developing our culture in anactive fashion – to a modern, performance-drivenorganisation in which courageous, entrepreneurialdecisions are made. The basis for this is a leanholding structure with a forceful Investment area onthe one hand and the Infrastructure/Family area onthe other.

Focus on valueacceleration

Best-in-classinvestment team

Performance-oriented

Small & agile