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Principles

Central Principles for Forum Family Office

EntrepreneurialLong termDecentralized

Our principles - long-term, decentralized and entrepreneurial - are the compass for the decisions we make every day, for the priorities we set and the people with whom we surround ourselves. The employees of FORUM follow these principles, the employees in our holdings integrate them into the DNA of their own companies.

Centrally in the middle of the picture is an old oak tree in a clearing. This is illuminated by the sun and is thus the focus of the picture. The trees around it are all in shadow. This is intended to represent the long-term approach, as oaks take a long time to develop their deep roots.

Long term

As a family office, we have a capital base that is permanent: we do not have to turn over assets, we have no maturities - our mandate is to permanently increase the family’s capital base while avoiding risks.

That is why we assume that every investment will be permanent. In the area of Family Equity, our holding period is de facto permanent - the last sale took place in 1999. In the stock business, we part with investments somewhat more easily because the company is not affected by this.

Because we hold our investments permanently, we support all plans that strengthen companies in the long term. That is why we train people and invest in innovations.

Decentralised

We are convinced that decentralized management with delegation of responsibility keeps companies agile in the best possible way: it creates motivated employees, and they are the most important asset - even if it does not appear on the balance sheet!

Decentralization is most successful when combined with a leadership culture that provides employees with clear expectations regarding their roles and goals.

The central element of the picture is a collection of sailing ships with white sails off the coast of the mainland. This can be seen in the background with its green hills. The individual sailing ships stand for themselves as their own decentralized unit and as part of a group. This symbolically reflects Forum’s pursuit of decentralized leadership.
The black and white picture shows a portrait of the founder of Apple - Steve Jobs. He is placed in the center of the picture and looks into the camera. He has his left hand placed on his chin and wears round glasses and a black turtleneck sweater. The man in the picture also has short hair and stubble.

Entrepreneurial

The first two principles are more conservative - the third principle "entrepreneurial" - describes our concern that our companies are among the best in their industry. If required, we contribute a great deal of experience in "best practice" from many areas. We expect our holdings to grow at least 5 percentage points faster than the market and thus gain market share - this is how our customers objectively confirm that we are well positioned.

Bild von Gründer Stephan Hauber von HSH Software GmbH
"We deliberately chose FORUM as a strategic partner for HSH because this is the best way for us to guarantee important principles such as reliability, long-term orientation and also our own identity as a medium-sized company and carry them into the future. Reliability and long-term orientation were significant features of our discussions with Dr. Wittek"
Stephan Hauber (Founder HSH Software GmbH)

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