What would you pay for a well-run fully transparent and exchange listed private-equity firm with mainly Nordic-based mid-cap holdings in its portfolio? This article serves as an introduction and overview of Ratos (OTC:RTOBF), a Swedish "private equity conglomerate" in Ratos's own terminology.
From the point of an opportunistic value investor, I recommend Hold for Ratos on an absolute basis - this investment company is a good long-term investment vehicle for a Nordic exposure, but from a conservative perspective, the risk-reward for an international investor could be greatly improved if timing a major market correction.
Ratos's origins can be traced back to "Söderberg & Haak", founded in 1866 and Sweden's first wholesaler of iron and iron products....
Only subscribers can access this article, which is part of the PRO research library covering 3,581 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: