Ascom is a global provider of critical information and communication solutions focused on healthcare institutions and enterprises.
Date of acquisition
SIX Swiss Exchange (ISIN: CH0011339204)
Swiss ICT provider focused on healthcare, long-term care, and enterprises.
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
- Substantial strengthening of Ascom’s Board and leadership team
- Review and sharpening of the group’s strategy