Investment opportunities in Specialty Finance
This sector is relatively well protected from new entrants and therefore the incumbents should be able to navigate to targeted solutions in the digitization process without too many risks.
| Company | Ticker | Country | Upside Potential | Sharpe (FY01) |
| Investor AB | INVEb | Sweden | 10 % | 6.85 |
| Investment case:Investor AB operates as an industrial holding company. It focuses on participating in ownership, private equity and venture capital of high quality companies and developing them in order to increase their net asset value in the long run. Digitalization would help the company consolidate its international assets as well as communicate interactively with its clients. | ||||
| Company | Ticker | Country | Upside Potential | Sharpe (FY01) |
| Wendel | MWDP | France | 30 % | 7.19 |
| Investment case: Wendel holds a portfolio of participations, mainly in listed companies such as Saint Gobain, Bureau Veritas, Stahl, and Materis. Digitalization may help the company in two ways: a) to manage and consolidate its assets held across the globe, and b) on the external side with communication to its investors, who areas critical to the firm as its investments. Wendel’s holds are often unlisted assets which require a high level of communication and explaining to its existing and new investors.. | ||||
| Company | Ticker | Country | Upside Potential | Sharpe (FY01) |
| VZ Holding | VZN | Switzerland | 0 % | 4.28 |
| Investment case:VZ Holding AG is engaged in the provision of financial advisory services. The main activity is to provide consulting services and management services. Further digitalization of the work processes could improve internal as well as external workflows.. | ||||