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“包装巨头”背后神秘家族现身,90亿美元投资欧美上百家公司
阿尔法工场研究院·2025-07-16 14:28

Core Viewpoint - The article discusses the investment strategies of the Rausing family, highlighting their significant holdings in various companies and the increasing sophistication of wealth management among wealthy families [1][2]. Group 1: Investment Holdings - The Rausing family controls a stock portfolio valued at approximately $9 billion, primarily concentrated in five stocks: International Flavors & Fragrances (IFF), Linde Plc, Givaudan SA, Sensient Technologies Corp., and SIG Group AG [2][5]. - The family holds $1.9 billion in IFF, $2.4 billion in Linde, and $2.2 billion in Givaudan, with smaller stakes in companies like Apple Inc. and Wells Fargo [1][2]. Group 2: Wealth Management Entities - Investments are managed through entities based in Singapore, ultimately controlled by the Haldor Foundation in Liechtenstein [2]. - Longbow Finance SA, a Swiss investment company, manages around $835 million in U.S. securities for the Rausing family [2]. - Fremont Management SA, another Swiss firm, has a diversified portfolio valued at $304 million and is a subsidiary of Tetra Laval [3]. Group 3: Performance and Financial Insights - Since the Rausing family's initial disclosure of their IFF holdings, the stock price has decreased by 29%, while the S&P 500 has returned 242% during the same period [5]. - In contrast, Givaudan's stock price has increased by 41% since its 2022 annual report, outperforming the Swiss stock exchange index [5]. - The family’s Singapore-based subsidiaries regularly receive substantial capital injections, although the sources of these funds remain unclear [5]. Group 4: Family Background and Legacy - The Rausing family, known for their founding of Tetra Pak, has a complex ownership structure, with three siblings—Finn, Jorn, and Kirsten Rausing—identified as beneficiaries of the Haldor Foundation [6][7]. - The Tetra Laval Group, founded by Ruben Rausing, has a rich history in packaging innovation, producing 178 billion packages and generating $18.5 billion in revenue last year [7].