# Bure Equity

> Clarifo company profile — qualitative business description generated from
> the company's filings. Financial statements, charts and ratios are
> available on Clarifo (https://www.clarifo.com/en/companies/bureequity).

## Overview

Bure Equity AB is a Swedish investment company listed on Nasdaq Stockholm Large Cap. It acts as a long-term principal owner of operating companies, focusing on value-driving initiatives to support their growth and success. Bure's objective is to generate sustainable total returns for its shareholders, making it a competitive investment option in the market. The company is known for its strategic cornerstones: a long-term approach, commitment, responsibility, adapted leadership, and financial strength.

## Products & services

• Long-term investment in operating companies
• Portfolio management of listed and unlisted companies
• Strategic support and value-driving initiatives
• Financial strength and adapted leadership
• Sustainable total return for shareholders

- **Listed Portfolio Companies** (60%) — Investments in publicly traded companies such as Mycronic and Yubico.
- **Unlisted Portfolio Companies** (40%) — Investments in private companies like Mentimeter and Mercuri International.

- Long-term investment in operating companies
- Portfolio management of listed and unlisted companies
- Strategic support and value-driving initiatives
- Financial strength and adapted leadership
- Sustainable total return for shareholders

## Customers

Bure Equity's primary customers are its shareholders, who invest in the company for long-term capital appreciation and dividends. The company also engages with portfolio companies, providing strategic guidance and financial resources to enhance their growth and market position. Institutional investors, such as pension funds and investment management firms, form a significant part of Bure's shareholder base. The company's focus on sustainable returns and strategic investments attracts investors seeking stable and competitive alternatives in the financial markets.

- **Shareholders** (primary) — Invest in Bure for long-term capital appreciation and dividends.
- **Institutional Investors** (primary) — Pension funds and investment firms seeking stable returns.
- **Portfolio Companies** (secondary) — Receive strategic guidance and financial support for growth.

- Shareholders seeking long-term capital appreciation
- Institutional investors like pension funds and investment firms
- Portfolio companies receiving strategic guidance and financial resources
- Investors interested in sustainable and competitive market alternatives

## Geography

Bure Equity is based in Sweden and primarily operates within the Nordic region. The majority of its investments and revenues are denominated in SEK, minimizing currency exposure. The company holds both listed and unlisted assets across various sectors, with a focus on the Swedish market. Bure's strategic investments in companies like Mycronic and Yubico highlight its strong presence in the technology and industrial sectors within the region.

- Based in Sweden, operating primarily in the Nordic region
- Investments and revenues mainly in SEK, reducing currency exposure
- Focus on Swedish market with strategic investments in technology and industrial sectors
- Strong presence through companies like Mycronic and Yubico

## Strategy

Bure Equity's strategy revolves around being a long-term principal owner, focusing on value-driving initiatives to enhance portfolio companies' success. The company emphasizes financial strength, responsibility, and adapted leadership to support sustainable growth. Bure aims to provide competitive returns to shareholders by carefully selecting investments that align with its strategic goals. The company continuously monitors market conditions to adapt its strategies, ensuring resilience and growth in a rapidly changing financial environment.

- **Long-term principal ownership** (long-term) — To support sustainable growth and success of portfolio companies.
- **Value-driving initiatives** (medium-term) — To enhance the performance and market position of portfolio companies.

- Long-term principal ownership with value-driving initiatives
- Focus on financial strength, responsibility, and adapted leadership
- Competitive returns through strategic investment selection
- Continuous market monitoring for strategic adaptation

## Risks

Bure Equity faces several risks, including market volatility affecting the valuation of its investments. The company must manage currency exposure, as most revenues and costs are in SEK. Economic changes in the Nordic region can impact portfolio companies' performance. Bure's financial policy aims to keep the Parent Company debt-free, but the financial independence of portfolio companies is crucial. Additionally, the rapid rate of change in financial markets requires vigilant monitoring to mitigate potential risks.

- **Market volatility** [high] — Affects the valuation of investments and net asset value.
- **Currency exposure** [medium] — Revenues and costs are primarily in SEK, limiting exposure.

- Market volatility affecting investment valuations
- Currency exposure with revenues and costs in SEK
- Economic changes in the Nordic region impacting performance
- Need for financial independence of portfolio companies
- Rapid changes in financial markets requiring vigilant monitoring

## Accounting

Bure Equity applies IFRS standards, with a focus on fair value measurement for its financial assets. The company reports listed holdings at fair value, impacting income statements through valuation changes. Unlisted investments are valued using market transactions and valuation multiples, which require significant judgment. The company does not consolidate subsidiaries, aligning with IFRS 10 for investment entities. These accounting policies significantly influence reported net asset value and earnings.

- **Fair value measurement** — high
- **Non-consolidation of subsidiaries** — medium

- Fair value measurement for financial assets under IFRS
- Listed holdings impact income statements through valuation changes
- Unlisted investments valued using market transactions and multiples
- Non-consolidation of subsidiaries under IFRS 10 for investment entities

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*Last updated: 2026-08-11T04:04:51.393495+00:00*
