Strategy & Approach
LP-led Secondaries
We also selectively acquire fund interests when their original investors need liquidity, this approach allows to acquire portfolios of high quality companies owner by leading managers and offering strong diversification and at attractive entry prices.
GP-led Secondaries
We selectively participate in GP-led transactions in order to gain exposure to trophy assets that have strong momentum and where additional capital could help generate outsized returns.
LP-led Secondaries
We also selectively acquire fund interests when their original investors need liquidity, this approach allows to acquire portfolios of high quality companies owner by leading managers and offering strong diversification and at attractive entry prices.
Geography
Geography, Sectors and Companies
Across geographies, sectors, and growth-stage companies, we seek high-quality private market opportunities that deliver long-term value. Our disciplined approach combines deep market insight with hands-on support to help companies thrive and portfolios grow.
Key Sectors
Our investment strategy focuses on sectors that benefit from fundamental economic growth and lower cyclicality with higher barriers to entry and room for growth, which typically are Industrials, Business services, Technology and Healthcare sectors. We also selectively invest in companies exhibiting similar features but that operate in different sectors.
Approach
We are a low volume, high quality manager and this means that we apply institutional-grade underwriting to the small number of transactions that we close on an annual basis.
Another important aspect of our approach is that we focus our origination efforts to ‘under the radar’ transactions where we can typically acquire assets at lower prices than in the competitive end of the market.
As a small and efficient team, we have developed a number of proprietary tools (modelling, reporting, etc.) and use the latest technologies (AI, big data, etc.) to optimize our investment management processes.
Finally and importantly, our investment approach incorporates Economic Social and Governance factors, in line with the prevailing regulatory framework, into our investment and reporting processes.