Private equity

Investment approach

Our private equity investment approach is based on a relative value analysis that looks at global sectors, industries and regions from a top-down perspective and identifies opportunities for investment in specific markets. Our local investment teams then work to identify growing companies within those specific markets that would benefit from our involvement.

Our Industry Value Creation team helps to maximize value in portfolio companies by driving forward strategic initiatives and operational improvements. The team has specialist expertise across several sectors, enabling us to offer our portfolio companies outstanding partnership opportunities. We are specialized in the following sectors: healthcare, consumer, media & telecom, information technology, industrials, infrastructure/energy & utilities, financial services and real estate.

In global private equity markets, our investment strategy is focused around three key themes:

Platform investments and their growth potential
We believe platform investments in fragmented sectors capitalizing on macro-trends of growth are a winning strategy to continue generating attractive returns.

Seeking out growth linked to technology advantages
We focus on growth trends in technology-related products and services, and especially on companies that have developed proprietary technology that provides a competitive advantage as well as downside protection.

Focusing on niche leaders
We identify niche leaders that are able to grow solidly in sub-segments of certain markets, even against an uncertain macroeconomic backdrop, due to their tailored, differentiated products.

 

Relative value investing