Published on 13 May 2026
We are excited to announce the addition of Mips AB (MIPS.ST) to your portfolio. Mips is a Swedish leader in helmet safety technology, perfectly aligning with our philosophy of investing in companies that solve real-world problems. You might have seen the yellow label on your bicycle helmet already!
Why we added Mips to your portfolio:
- Clear impact case: Mips’ core impact lies in its patented technology designed to reduce the rotational motion transferred to the brain during head impacts. By reducing the risk of brain damage from sports and workplace injuries, Mips provides a critical safety layer that allows helmet producers to meet strict safety standards. Mips is not only ensuring their customers’ health – cycling is also a major pillar for a low-carbon transportation system.
- Significant long-term potential: Mips already commands a 20% market share in the sport helmet market. We see a decade-long growth runway supported by an opportunity to upgrade safety standards in the global workplace. This could expand their total addressable market by more than 2.5x.
- Strategic entry timing: With sport and bicycle retailers currently re-stocking after a period of tariff uncertainty, we believe the current market recovery serves as a short-term catalyst for Mips. While we remain mindful of management’s ambitious mid-term goals and their first steps into M&A, we believe their differentiated technology creates a significant barrier to entry for competitors.
Overall Mips shows a fantastic combination of impact and investment case.
As we move into May, we continue to look for new impactful companies that show financial upside potential.
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Do you have any questions about your portfolio? Simply write us on [email protected] – we look forward to hearing from you! 📩
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