Ascom

Ascom is a global provider of critical information and communication solutions focused on healthcare institutions and enterprises.

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Ownership

2017

Investment year

SIX Swiss Exchange (ISIN: CH0011339204)
Stock exchange

Registered office
Baar, Switzerland
Business Sector
TMT

“Swiss ICT provider focused on healthcare, long-term care, and enterprises.”

Investment thesis

Our investment thesis is built on several attractive attributes:

  • Structural and secular growth in healthcare, supported by favourable demographic trends driving demand for continuous digitalization
  • Good position in healthcare niche markets (e.g. emergency call and alarm systems, mobile workflow solutions)
  • Ascom’s ongoing transformation from a hardware to a more software- and service-focused organization with a more attractive growth and profitability profile

Achievements

  • Substantial strengthening of Ascom’s Board and leadership team
  • Review and sharpening of the group’s strategy
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