Annual report

2019

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Owner and Chairman

“For Ferd, our ownership role is an important way to drive forward work on sustainability”

Watch this years interviews

2019 – In brief

Ownership agenda

Johan H. Andresen

Johan H. Andresen, Owner and Chairman

Key figures

35.0 bn.nok

Ferd´s total value-adjusted equity

  • Value-adjusted equity
  • Return on equity %
  • Liquidity

Balances on the group cash pool, money market fund, listed shares and liquid hedge funds

Letter from the CEO

“We are now stronger and a more future-oriented organisation, we have significant financial capacity, and we are ready to make new investments and to exercise active ownership in our companies in a sustainable way.”

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Morten Borge

Morten Borge, CEO

Summary of Ferd's financial results for 2019

Ferd’s value-adjusted equity at the close of 2019 has been provisionally calculated to be NOK 35.0 billion (NOK 31.4 billion at 31 December 2018). The return on value-adjusted equity for Ferd as a whole was 12.2%. All Ferd’s business areas generated a return of over 10% in 2019. After adjusting for a dividend paid to Ferd’s owners, the return in NOK terms was 3.8 billion.

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Return since Ferd was launched

Business Areas

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Capital

Portfolio value 2019 18.5 BN NOK

Ferd Capital has three investment mandates: Private Companies, Listed Companies, and Special Investments. These mandates give the business area significant flexibility in terms of the type of investments it can make. In both the privately owned and listed companies in which we have a significant ownership interest, we are a long-term and active investor that acts on the basis of Ferd’s value platform and competitive advantages.

Year Summary Read more about Capital on ferd.no

Portfolio value 2019 3.4 BN NOK

Ferd Invest is an active investor with a sizeable portfolio of Nordic listed shares.

Year Summary Read more about Invest on ferd.no

Assets under management 2019 4.8 BN NOK

Ferd External Managers invests in international funds that cover a broad range of investment strategies and asset classes in markets that complement Ferd’s direct investments.

Year Summary Read more about External Managers on ferd.no

Portfolio value 2019 3 BN NOK

Ferd Real Estate has a flexible investment mandate, and invests in all categories of real estate and in all geographic regions.

Year Summary Read more about Real Estate on ferd.no

We have provided expertise, networking and capital to 27 social entrepreneurs

Ferd Social Entrepreneurs invests in social entrepreneurs: innovative companies with a double bottom line, which is to say companies that work to achieve social as well as financially sustainable results. We also help strengthen the field by building expertise in social entrepreneurship, business development and how the public sector and others can use innovative, small companies to create social impact.

Year Summary Read more about Social Entrepreneurs on ferd.no

Here you can download «Ferd’s Annual Report 2019»