Our strategy

What makes us unique

RELIABILITY …

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Family-run

Investment company with +125 years history

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Patient capital

Reliable partner through economic cycles

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Diversification

Across sectors, geographies and investment styles

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Purpose-driven

Helping companies build sustainable businesses and embedding ESG in operations & investment decisions

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Strong partnerships

Longstanding relationships with like-minded entrepreneurs and investors

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Teamwork

Diverse talents with shared values and sector expertise

… & DYNAMISM

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Growth investor

Investments at all stages of the lifecycle to foster further growth

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Active ownership

Supportive advice for portfolio companies

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Value creation

Delivering competitive long-term return

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Innovation

We believe innovation drives economic and societal progress

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Shareholders' exposure

to top-tier private businesses

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Agility

Fast decision-making process

A diversified strategy …

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Sectors of focus

  Consumer and retail

  Digital transformation

  Education

  Healthcare and life sciences

  Sustainable supply chains

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Complementary investment styles

Sofina Direct

Long-term minority investments
Sofina Growth

Sofina Private Funds

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Regions

… across stages of a business lifecycle