Investor Ab Class A · OMXSTO:INVE_A

Investor Ab Class A — Shareholder Meeting (2015)

24 slides from Investor Ab Class A's shareholder meeting presentation, 2015

  1. Slide 1: Börje Ekholm

    Börje Ekholm

  2. Slide 2: Our vision

    Our vision As a long-term owner, we actively support the building and development of best-in-class companies

  3. Slide 3: Slide 3

  4. Slide 4: Major portfolio changes

    Major portfolio changes 5) . CRO. Reece, permobil Aleris WARTSILA

  5. Slide 5: G SHOTEL S (3) SAAB Ss E| B gD) Electrolux

    G SHOTEL S (3) SAAB Ss E| B gD) Electrolux — ERICSSON HEALTH CARE neer in Rare Diseases = «| AstraZeneca? Sltlas Copeo FG 10:.03048 @sobi = Nasdaq — = tH ermobil “ fara ; oO haere Permobh @VECTURA FEasaSmt WaARTSILA EQT ©) ABB Aleris

  6. Slide 6: Laws and regulations

    LAWS AND REGULATIONS

  7. Slide 7: Laws and regulations, moral and ethics

    LAWS AND REGULATIONS MORAL AND ETHICS

  8. Slide 8: G SHOTEL S (3) SAAB Ss E| B gD) Electrolux

    G SHOTEL S (3) SAAB Ss E| B gD) Electrolux — ERICSSON HEALTH CARE neer in Rare Diseases = «| AstraZeneca? Sltlas Copeo FG 10:.03048 @sobi = Nasdaq — = tH ermobil “ fara ; oO haere Permobh @VECTURA FEasaSmt WaARTSILA EQT ©) ABB Aleris

  9. Slide 9: Investor's total shareholder return

    Investor’s total shareholder return March 31, 2015 % 60 50 40 30 20 10 0 1 year 5 years 10 years 20 years Investor B SIXRX

  10. Slide 10: Stockholm Stock Exchange Investor

    2015 1995 Stockholm Stock Exchange Investor

  11. Slide 11: Core Investments

    @nvestor Core Investments SIE|IB —_o AstraZeneca ca ERICSSON WARTSILA,

  12. Slide 12: Subsidiaries

    Subsidiaries as Aleris permobil GRAND HOTEL PvecTuRA

  13. Slide 13: Mölnlycke – cooperation with CVS in the U.S.

    Mölnlycke – cooperation with CVS in the U.S.

  14. Slide 14: Subsidiaries

    Subsidiaries as Aleris permobil GRAND HOTEL PvecTuRA

  15. Slide 15: Financial Investments

    Financial Investments WS Sseriecoy YATLAS ANTIBODIES zs € vapy ALLIGATORS Active « Samsari md Biotech /)

  16. Slide 16: G SHOTEL S (3) SAAB Ss E| B gD) Electrolux

    G SHOTEL S (3) SAAB Ss E| B gD) Electrolux — ERICSSON HEALTH CARE neer in Rare Diseases = «| AstraZeneca? Sltlas Copeo FG 10:.03048 @sobi = Nasdaq — = tH ermobil “ fara ; oO haere Permobh @VECTURA FEasaSmt WaARTSILA EQT ©) ABB Aleris

  17. Slide 17: Trends affecting our ownership model

    Trends affecting our ownership model Increased competition form Institutionalization Consolidation of industries corporate control Our perspective Need to own more in each Need for proprietary cash holding flow

  18. Slide 18: Concentration of the portfolio

    Concentration of the portfolio Divestitures of holdings in which we do not see ourselves as the best long-term owner

  19. Slide 19: Increased ownership in listed Core Investments

    Increased ownership in listed Core Investments Kapital Röster 25% 20% 15% 10% 5% 0% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

  20. Slide 20: Platform for cash flow

    Platform for cash flow > Strong cash flow > Increases our financial flexibility > Allows investments and a steadily rising dividend

  21. Slide 21: A portfolio of wholly-owned companies

    A portfolio of wholly-owned companies > We control the cash flow > Strengthens our financial flexibility > Wholly-owned companies make our portfolio more unique

  22. Slide 22: New structure

    New structure Increased focus on both listed and wholly-owned companies Listed Core Investments Patricia Industries 77 % of total assets 4 % of total assets 18 % of total assets

  23. Slide 23: G SHOTEL S (3) SAAB Ss E| B gD) Electrolux

    G SHOTEL S (3) SAAB Ss E| B gD) Electrolux — ERICSSON HEALTH CARE neer in Rare Diseases = «| AstraZeneca? Sltlas Copeo FG 10:.03048 @sobi = Nasdaq — = tH ermobil “ fara ; oO haere Permobh @VECTURA FEasaSmt WaARTSILA EQT ©) ABB Aleris

  24. Slide 24: Slide 24

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