Portfolio

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

Infarm-Kräuter in einem Supermarkt

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.

 

Haniel World

Active portfolio

Our investment approach

What is our approach?

Sustainability & performance

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.

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.

People

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.

Planet

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.

Progress

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.

Transformation

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.

Promoting growth

Growth Capital

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.

Vita

Joined in 2020

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

Maastricht University, Hong Kong University

Stefan Zobel

Investment Partner

Vita

Joined in 2022

Previously: Bayer M&A, Deutsche Bank, Leonardo & Co.

HHL Leipzig Graduate School of Management, Trinity College Dublin, Jacobs University Bremen

Katharina Rosenbohm

Senior Investment Manager

Vita

Joined in 2017

Previously: Boston Consulting Group

Vienna University of Economics and Business, RWTH Aachen University

Michael Stradner

Senior Investment Manager

Vita

Joined in 2021

Previously: Lamont Capital, PwC Strategy&

University of Bayreuth, London School of Economics

Daniela Kastner

Investment Manager

Vita

Joined in 2018

Bocconi University, ESB Business School Reutlingen, ESCI-UPF School of International Studies Barcelona

Frederik Nette

Investment Manager

Vita

Joined in 2022

Previously: HSBC, NRW.BANK

WHU – Otto Beisheim School of Management, Westfälische Wilhelms-Universität Münster, Rotman School of Management, Monash University

Julia Wautmann

Investment Manager

Vita

Joined in 2020

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

Maastricht University, Hong Kong University

Stefan Zobel

Investment Partner

Vita

Joined in 2020

Previously: Roland Berger

Toulouse Business School, Catholic University of Eichstätt-Ingolstadt

Marius Keller

Senior Investment Manager

Vita

Joined in 2021

Previously: NORD Holding

University of Cambridge, Trinity College Dublin

Moritz Merkert

Senior Investment Manager

Vita

Joined in 2021

Previously: HSBC, Macquarie Capital

Heinrich Heine University Düsseldorf, University of Technology Sydney

Philipp Krüger

Investment Manager

Vita

Joined in 2020

Previously: PwC

Esslingen University of Applied Sciences, Nürtingen-Geislingen University of Applied Science

Mario Puclin

Investment Manager

Vita

Joined in 2022

Previously: BCG, Welthungerhilfe

WHU – Otto Beisheim School of Management, ESCP Business School

Gina Rennings

Investment Manager

Vita

Joined in 2022

Previously: Deutsche Börse Group, UniCredit Bank AG, Silverfleet Capital

Saarland University

Thessa von Hülsen

Investment Partner

Vita

Joined in 2022

Previously: Volkswagen Group, Metzler Bank, Aquila Capital

University of Zurich, University of Geneva, Seoul National University

Larissa Luchmann

Senior Investment Manager

Vita

Joined in 2018

University of Cologne, Goethe University Frankfurt, BI Norwegian Business School

Michael Olschewski

Investment Manager

Vita

Joined in 2019

Previously: Monitor Deloitte

RWTH Aachen University, RMIT University Melbourne

Christoph Schmidt

Investment Manager

Picture showing Marion Oswald (Haniel)
Vita

Joined in 2020

Previously: The Cranemere Group, Advent International

University of St. Gallen, University of Michigan, HEC Paris

Marion Oswald

Investment Partner

Vita

Joined in 2022

Previously: Volkswagen Group, Metzler Bank, Aquila Capital

University of Zurich, University of Geneva, Seoul National University

Larissa Luchmann

Senior Investment Manager

Vita

Joined in 2010

Previously: Ørsted, UBS, Deutsche Bank

WHU – Otto Beisheim School of Management

Philipp Göhre

Lead Growth Capital

Vita

Joined in 2021

Previously: HSBC, Macquarie Capital

Heinrich Heine University Düsseldorf, University of Technology Sydney

Philipp Krüger

Investment Manager

Vita

Joined in 2022

Previously: Heal Capital, Société Générale

Louvain School of Management, Nova School of Business and Economics

Alexander Branding

Investment Manager

BauWatch

BauWatch is the fast-growing European market leader in outdoor temporary security solutions, offering a tech-enabled end-to-end service proposition. The company's access control, alarm and video systems are currently mainly used on construction sites; other application areas include open storage and recycling areas as well es energy plants; e. g. with solar panels or wind turbines.

BekaertDeslee

BekaertDeslee is a globally leading specialist for the development and manufacturing of woven and knitted mattress textiles and ready-made mattress covers. BD‘s products support a good night's sleep and thus the well-being of a wide range of target groups. The company also focuses on using natural resources and pays attention to recyclability.

CWS

CWS is one of the leading international service providers of hygiene and workwear solutions. For a safer and healthier tomorrow – to ensure that our world is worth living in for future generations – CWS is committed to better hygiene and more safety in professional and public environments.

Emma

Emma – The Sleep Company is the world’s leading D2C sleep brand, providing bedding products and sleep technologies, such as the smart mattress Emma Motion. Emma stands out with excellent research and development competencies, taking sleep and thus well-being holistically and constantly to a new level.

das kinderzimmer

KMK kinderzimmer (“das kinderzimmer”) is a dynamically growing German provider of early childhood education with around 600 employees. das kinderzimmer is a trusted partner for cities and municipalities with currently over 4,000 children from a wide range of social backgrounds being taken care of. By providing more children a second home, das kinderzimmer seeks to contribute to the vision of a more equitable society.

Optimar

Optimar is a global leader for automated fish handling systems for use on ships, on land and for fish farms. FISH HANDLING WITH CARE is the heart and soul of Optimar. Caring for both quality fish handling and customers' needs has been a key factor in Optimar's 80-years long history.

Rovema

ROVEMA is a global leader in the manufacturing of packaging machines and equipment for a wide variety of products and applications. The company develops and builds packaging machines and systems that suit complex circular economy demands.

TAKKT

TAKKT Group specializes in B2B omnichannel retailing for business equipment. The company's divisions and brands focus on selling durable and price-stable equipment as well as specialty items to corporate customers. The TAKKT companies supply, for example, pallet trucks to German automotive suppliers, computer cabinets to Swiss machine manufacturers, advertising banners for trade fair presentations, shipping cartons to European industrial companies or catering equipment to US commercial kitchens.