Ascom

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

More information
www.ascom.com

<3%

Ownership

CHF 297m

Turnover: (2022)

2017

Date of acquisition

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