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Helena Stjernholm

President & CEO, Ab Industrivärden

Search every verified Helena Stjernholm interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. In an October 2021 interview, Helena Stjernholm stated that Industrivärden's primary focus is on developing its seven portfolio companies, which she said creates the most value. She noted that while the company may add or divest holdings in the future, its main priority remains its current investments. Stjernholm said she does not view the concentrated portfolio as a risk, as it allows the company to know its holdings well. Stjernholm also discussed sustainability, saying that as a long-term investor, the company must ensure its portfolio companies understand and manage such issues. She described the economic outlook as difficult to assess, citing uncertainty around inflation expectations and the eventual phasing out of stimulus measures. While she said the stock market remains an attractive investment option, she added that it is likely to remain volatile.

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Recent appearances

  • Helena Stjernholm: Fullt fokus på Industrivärdens befintliga innehav | EFN Marknad 27 oktober

    Investmentbolaget Industrivärden har sju bolag i sin portfölj. Bolagets vd Helena Stjernholm säger i EFN Marknad att det är på dessa fokus ligger just nu. Men vad som händer i framtiden vet man inte. ”Vi tror att vi skapar bäst värde genom att utveckla de här bolagen så att de får en fin utveckling, och det är huvudfokus. Sen utesluter inte det att vi kan lägga till något bolag eller gå ur något bolag”, säger Helena Stjernholm. Att ha en så pass fokuserad portfölj ser inte Stjernholm som en risk, då det innebär att det känner innehavsbolagen mycket väl. Men självklart kan det innebära stora…

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