With a portfolio of economically successful and ecologically sustainable companies, Haniel creates value for generations.

Purpose-driven investor

We want to be Europe's leading purpose-driven investor and create value for generations. To this end, we are building sustainable businesses for a future worth living as part of our enkelfähig approach. Our goal is a portfolio of 10 to 15 enkelfähig companies in the investment pillars People, Planet and Progress. This way, we aim to generate a total shareholder return of more than nine percent.

Our investment approach

As a family-owned company we have over 265 years of experience with transformation. We have always courageously adjusted our portfolio and structures to new conditions. That's what we are still doing today. We only invest in business models that can now and in the long run make a positive contribution to a future worth living. We thereby focus on our three investment pillars: People, Planet, Progress. We base our specific selection on the Sustainable Development Goals of the United Nations and global megatrends. In doing so, we focus on the performance of our portfolio and set ourselves clear, ambitious targets: We want to generate a total return of more than nine percent in the medium term and outperform the capital market.

How we evaluate business models and products

10 principles for a future worth living

Our idea of a future worth living is based on sustainable value creation which is in harmony with the protection of the environment and serves the well-being of all species. We want to live up to our social responsibility and create a balance between tradition and innovation. To evaluate the sustainability of business models and products on this basis, we have developed our own rigorous assessment system. It is guided by our 10 Future Worth Living (FWL) principles. The result of each rating is a score that, for example, influences the decision on a potential acquisition or indicates the enkelfähig level of a product.

Sustainable value creation

Principle 1: enkelfähig – We must create value for generations. We support sustainably successful business models that also guarantee sustainable success independently.

Principle 2: For us, the circular economy is the basis for sustainable economic activity with optimised use of resources, so that it does not happen at the expense of our future.

Environmental protection

Principle 3: We must stop and reverse climate change.

Principle 4: We protect biodiversity and the ecosystem.

Well-being and education

Principle 5: The promotion of health and education as well as access for all is our goal.

Principle 6: We strive for sustainable care and adequate housing for all.

Social responsibility

Principle 7: We stand for equality and diversity. We show mutual respect and respect human rights as a matter of course.

Principle 8: We create fair working conditions that reward performance appropriately.

Principle 9: We will work against all forms of corruption, including extortion and bribery.

Balance between innovation & tradition

Principle 10: We see technologies as a solution on the way to a future worth living.

In the People investment field, we look for companies that enable people to live healthy, peaceful and happy lives. Focus areas are health and well-being – for example, medical technologies – as well as the topics healthy nutrition, safety and education.

In the Planet investment field, we concentrate on two overarching themes: circular economy and climate change. Business models that are interesting for Haniel include recycling and environmental protection services, climate-neutral energy production and renewable energies. We ensure that our planet is preserved for future generations.

Within Progress, Haniel concentrates on investments that are dedicated to the overriding theme of robotics & automation – for example industrial automation, internal logistics or industrial mechanical engineering. This is how we promote innovation, prosperity and economic growth.

In our Transformation pillar, we bundle portfolio companies that we cannot assign to the investment pillars, but which we want to develop further in a targeted manner. We work together to ensure that the businesses assigned to this pillar meet our requirements for sustainability and performance orientation.

In addition to its focus on established companies, Haniel also engages in targeted early-stage investments. With an emphasis on the Planet theme, we use both funds and minority stakes. We seek to participate in the growth of promising companies and to take advantage of additional diversification opportunities.

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Vita

Joined in 2020

Previously: Montagu Private Equity, Leonardo &Co. - Houlihan Lokey, Dresdner Kleinwort, Drueker&Co.

Maastricht University, Hong Kong University