Between 2008-2012, Lennart Israelsson donated shares worth 58 million SEK to five different foundations. Today, the value of these donations has multiplied to 310 million SEK, as reported by Holdings.
The increase in value is even more impressive considering that the foundations have also distributed funds during this period. Lennart Israelsson founded five foundations:
- Stiftelsen Aktiestinsen Lennart Israelssons Gymnasiefond
- Lennart “Aktiestinsen” Israelssons Stiftelse Individ och samhälle – för forskning till utbildningssystemets fromma
- Aktiestinsen Lennart Israelssons stiftelse för främjande av äldres aktivitet och hälsa
- Aktiestinsens stiftelse för främjande av studenters entreprenörskap
- Stiftelsen Aktiestinsens Gymnasiefond för järnvägsutbildning
The largest of these foundations, Lennart “Aktiestinsen” Israelssons Stiftelse Individ och samhälle – för forskning till utbildningssystemets fromma, owns shares worth 149 million SEK, according to Holdings.
The portfolio consists of 39 holdings, with a focus on investment companies that Lennart Israelsson favored. Nine of these holdings are investment companies and/or serial acquirers, aligning with Israelsson’s strategy of buying and holding.
The largest holding is in the investment company Latour, accounting for 20.7% of the portfolio. The Latour stock has seen a 20% increase this year and a 136% increase over five years.
Following Latour, the next significant holdings in the portfolio are in Industrivärden (12%) and Investor (9.6%). Other investment companies in the portfolio include Lundbergföretagen, Addtech, Creades, Öresund, Bure, and Ratos.
Notably, the largest non-investment holding is in the online bank Avanza, representing 8.2% of the portfolio. Lennart Israelsson also had a preference for real assets, leading to a significant weighting towards property companies like Fabege, Wihlborgs, and Fastpartner in the portfolio.
Despite market fluctuations, there have been no changes in the portfolio over the past year, consistent with Israelsson’s philosophy of not selling stocks in a panic during downturns.
Reflecting on his investment approach, Israelsson once said: “Most of the mistakes I made in the beginning. I followed the experts’ advice and was active in managing my portfolio. But it’s always best to stay still.”
In March 2017, Lennart Israelsson passed away at the age of 101, leaving behind a legacy of smart investing that began in the 1940s with his first investment in Sandvik Jernverks AB.
Analysis:
Lennart Israelsson’s story is a testament to the power of long-term investing and staying committed to a sound investment strategy. By holding onto his investments through market ups and downs, he was able to grow his initial donation significantly. His focus on investment companies and real assets paid off, leading to substantial growth in his portfolio over the years. Investors can learn from Israelsson’s approach by staying patient, diversifying their holdings, and not succumbing to market volatility. By following a disciplined investment strategy, individuals can potentially see their wealth grow over time, just like Lennart Israelsson did.
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