Nils Herzing Email and Phone Number

Shareholder Value Beteiligungen AG (ISIN: DE000A168205, WKN: A16820) is a publicly listed investment company which invests its assets in other, european and publicly listed companies. We allocate the capital following a value investment approach.We are currently searching for an Investment Professional to join our team. We believe that the most important quality for an investor is temperament, not intellect. If you want to work at SVB, you need integrity, intelligence and energy.

www.frenzel-herzing.comTogether with my friend Felix Frenzel, I set up Frenzel & Herzing as an Investment Holding for the two families which manages their assets with a value investing approach. Today, nearly all assets are invested in equities.When we invest our money, we are only looking for well run "compounders" and businesses that go through inflection points (i.e. non-linear developments). Therefore, We invest only in sectors which we can fully assess: we want a high predictability, where the business will be in 10 years and has a strong growth potential.We define risk as the "permanent loss of capital" and stick to the principles of Warren Buffett to never lose money. Overall price fluctuations are not a risk for us. We believe, that as long as the business model of our investments is intact, the intrinsic value will grow.We continuously strive to improve our investment process and thinking and we document our journey on our blog, www.frenzel-herzing.com/blog

ForkOn is the first vendor neutral, award winning SaaS forklift fleet management solution. With our solution, customers are able to save 20% of their annual forklift fleet costs and can furthermore increase their internal efficiencies by using our Pre-Opt-Check and invoice handling solutions. After two successful capital increases, which valued ForkOn with a double digit Mio. EUR valuation. The company has over 25 employees, is quickly growing and scaling its operations by hiring additional software developers, sales people.https://forkon.de/?lang=en

After the Merger with PBKM, Vita 34 AG became the largest european & the 3rd largest stem cells bank in the world. VITA 34 AG engages in the collection, preparation, cryopreservation, and storage of stem cells from umbilical cord blood and tissue in Europe.Since our first investment, we more than doubled the european market share (from >20% in 2018 towards 50%) & revenues in 2021. In the same time, together with one of the largest and most recognized strategic consultancy, we implemented a new Strategy 2025 which envisages a doubling of the revenues of the combined company. Separately, we initiated a cost optimization and cultural change program together with the consulting company Falconi, which implemented a Lean & Agile philosophy in the company.In all of the activities I was actively involved in the selection process of the consultancies and the steer committees thereafter.

Polski Bank Komórek Macierzystych S.A. (Polish Stem Cell Bank JSC, PBKM), acting on the international market under the FamiCord Group brand, is a cord blood bank founded in 2002, that is involved in acquiring, collecting and long-term storing of the stem cells derived from the umbilical cord blood and the other afterbirth tissues on the commission of the parents within a frame of a so-called family banking. An objective of PBKM consists in ensuring safety for a family in case of an occurrence of a serious disease that requires a transplantation of the stem cells in a donor or the members of his/her immediate family.Taking into account the number of newly acquired samples, the FamiCord Group is by far the largest bank in Europe with around 28% of the market share, including the acquisition of Stemlab in Portugal.FamiCord Group is present on several European markets. Directly offers services to clients in Poland, Turkey, Spain, Portugal, Hungary, Romania, Switzerland and Latvia. Almost everywhere is number 1 on the market. In addition, it provides services for Partners who acquire customers in Sweden, Denmark, Serbia and the Balkan countries, Italy and Ukraine. The Group's services are carried out through a network of own banks and cooperating banks located, among others, in Germany, USA and UK.Furthermore, since 2014 PBKM also renders the services within a scope of manufacturing the Advanced Therapy Medicinal Products (ATMP) based on the stem cells acquired from the honorary donors. In term s of a quantity of the newly acquired samples, PBKM is the quickest growing entity among the respected stem blood cells in Europe.Since May 2016 Polski Bank Komórek Macierzystych S.A. has been listed on the main market of the Warsaw Stock Exchange.More information on the services rendered by PBKM can be found on the following website: www.pbkm.pl

Active Ownership Capital is an independent, partner-managed investment company which acquires significant minority stakes in publicly listed, undervalued small- and mid-size companies in German speaking countries (Germany, Switzerland, Austria) and the Nordics (Sweden, Finland, Denmark, Norway). Active Ownership Capital follows an active ownership approach which is based on two pillars:1. Value Investing: Investing in attractive businesses that are priced well below intrinsic value2. Value Creation: Improving the intrinsic value through active ownershipAOC returned industry leading equity returns to its investors: With this we have been ranked best event driven hedge fund in Europe and the world over a time period of 3 and 5 years.

Active Ownership Capital is an independent, partner-managed investment company which acquires significant minority stakes in publicly listed, undervalued small- and mid-size companies in German speaking countries (Germany, Switzerland, Austria) and the Nordics (Sweden, Finland, Denmark, Norway). Active Ownership Capital follows an active ownership approach which is based on two pillars:1. Value Investing: Investing in attractive businesses that are priced well below intrinsic value2. Value Creation: Improving the intrinsic value through active ownershipAOC returned industry leading returns to its investors. With this we have been ranked best event driven hedge fund in Europe and the world over a time period of 3 and 5 years.

Lacua Investment AG TGV mainly manages the money of a Regensburg based family. Nearly all assets are invested in equities.At Lacuna and Fronteris I was responsible for setting up professional equity research processes, helped to set up the Investment AG TGV and built up a portfolio of global smallcaps. We are mostly looking at well run "compounders" and businesses that go through inflection points (i.e. non-linear developments). We invest only in sectors which we can fully assess: we want a high predictability, where the business will be in 10 years and has a strong growth potential.We define risk as the "permanent loss of capital" and stick to the principles of Warren Buffett to never lose money. Overall price fluctuations are not a risk for us. We believe, that as long as the business model of our investments is intact, the intrinsic value will grow.We seek to continuously generate a return above the general equity market and thus have a high hurdle rate for each investment.In my time at Lacuna (Fronteris) my investment recommendations generated a return of more than 24% vs. 8.3% for the benchmark MSCI World. Leading to an IRR of 15% p.a. vs. 2,6% p.a. vs. benchmark.

Managing the fortune of a family with a value investing approach. I was responsible for setting up professional equity research processes from scratch, setting up the Lacuna Investment AG TGV, hiring and guding of interns, and building up a portfolio of global smallcaps.We are looking for companies which are currently at an inflection point and have good compounding economics.

Advising the Family behind Fronteris in terms of stock selection and laying the foundations of the family office.

Working in different departments for the GLS Bank with a main focus on private wealth management.