Svolder (SVOL) Company Presentation summary

Company overview

• Founded in 1993, operates with 6 employees from Stockholm and is listed on Nasdaq Stockholm Mid Cap with a market cap of 6 billion SEK and about 57,000 shareholders.

• Focuses on investments in listed Swedish small-cap companies.

Investment strategy and criteria

• Aims for long-term total returns that clearly exceed the small-cap market, with active management and rising dividends over time.

• Prefers companies with profitable growth, strong cash flow, stable finances, sound corporate culture, and reasonable valuation.

• Avoids companies heavily dependent on new technology, unprofitable, lacking dividend policy, or with significant political/cyclical risk.

Performance and returns

• Achieved an average annual total return of 15% since 1993 (vs. market 13%) and 18% over the last 10 years (vs. market 12%).

• Total return of 142% over the past 5 years, outperforming the CSRX index.

• Annual dividend has increased by an average of 19% per year.

• Strong net asset value growth over 5, 10, 15, and 20 years, consistently above the CSRX index.