Business concept and overall objectives

Business concept

EOS’s business concept is to actively manage and generate increased shareholder value by investing in liquid and less liquid listed Russian power companies. EOS plans to create shareholder value by identifying undervalued companies offering the most attractive return from a relative and absolute perspective.

Overall objective

During the course of the Reform, the Company’s overall objective is to generate a total return that is favourable in absolute terms and that substantially outperforms listed Russian power companies in general.

Financial and operational objectives

EOS shall:

  • Generate a favourable total return in absolute terms and that substantially outperforms listed Russian power companies in general.
  • Finance investments, primarily with equity, while allowing up to 40 per cent of the portfolio to be debt financed.
  • Strive to always be fully invested in equities and hold liquid assets only for the purpose of financing operating activities.
  • Grow further through cash and share issues.

Dividend policy

EOS’s main objective is to generate shareholder value by investing primarily in Russian power company shares. The Company plans to reinvest capital gains. Dividends to shareholders will not be prioritized during this period.