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Johannes Laumann

Chief Investment Officer, Mutares

Search every verified Johannes Laumann interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Johannes Laumann, Chief Investment Officer at Mutares, discussed the company's strategy and market outlook in a September 2026 interview with Aktienlust. He described Mutares' business model as acquiring corporate divisions that parent companies no longer want, improving them operationally and on the balance sheet, and then selling them for a profit. Laumann highlighted energy-related portfolio companies, such as a transformer manufacturer, as particularly promising, comparing their demand to tools needed during a gold rush due to the priority on availability over price and quality. Laumann stated that Mutares aims for 25% annual growth by 2030, with near-term expansion expected from new markets including the USA, Japan, and India, while also seeing opportunities in Europe amid market uncertainty. He noted that non-disclosure agreements often limit the company's ability to publicize exit prices, and he expressed a desire to communicate deal success more clearly to shareholders. Asked whether he would buy Mutares stock if he were not an executive, he replied affirmatively, citing the team's qualities. On Germany's energy infrastructure, Laumann said he personally doubted the current energy concept could support large data centers and suggested that widespread electric vehicle adoption could strain the grid, though he noted he had not verified this claim.

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Notable quotes

“I can only answer personally, and my clear answer is no. I believe that the energy concept in Germany is currently not designed to fulfill that, to also make these large data centers, data volumes, and so on possible. I also think, I don't know if it's true, I haven't checked, but I believe if we all drove electric cars and at the same time unplugged the grid, the lights would go out in Germany. Which we naturally do”

“I believe that we can still grow in Europe in the current situation because there is uncertainty in the market. Companies focus on their core competencies, and then something falls by the wayside. And then there are, of course, markets we have newly entered, like the USA, and also now Japan and India, where we are still relatively small. I believe that in the next one to two years, this growth will come essentially f”

“Ich bin nach wie vor ein riesen Fan von Wirtschaftsstandard Deutschland und ich glaube auch gerade, wenn man jetzt die Alkaner sieht oder auch die Asiaten sieht, es ist sicherlich ganz vieles würden 82 Millionen anders entscheiden, wie die Bundesregierung das entscheidet. Und ich glaube auch, dass das zwischen Versprechen und Wirklichkeit da doch eine große Lücke klafft, ja, was man machen muss. Ich glaube aber, dies”

“Ich habe mich jetzt, wo ich dort war, auch mit diversen Finanzierern getroffen kreditzeitig und wenn Sie ein Kredit aufnehmen und in der Verwendung sagen, das Geld bleibt in USA, ist der Zinsatz besser wie wenn Sie sagen, ein Teil des Geldes investieren wir außerhalb von Amerika.”

“the tariffs implied by the US government obviously also helps us here stay out the typical suspects out of Asia, Korea, China, Vietnam predominantly which is an additional help for the US business.”

“If you look at what's coming up, we want to grow in the US which is a capital allocation topic, we want to repay part of the bond which saves on the long term obviously interest, and then at the same time I think we at least dividend out the basic dividend. So these challenges coming ahead, capital allocation to me goes, well my priority is growth.”

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