Capital Growth/Later Stage Investments/Lower Risk
Our investment strategy primarily targets companies with:
Predictable free cash flows and recurring revenues;
Profits or a clear path to profitability;
A strong balance sheet;
A leadership position in a niche market; and
Capable, tested management teams focusing on returns to investors.
Building a balanced portfolio
We seek to manage risk by investing in a diverse portfolio, in sectors able to prosper and progress in any economic conditions. We focus on the twin requirements of capital growth and capital preservation, aiming to create a sound foundation for growth. Investments could include capital for:
- Expansion
- Management buy-out or buy-in
- Acquisitions
- Financing generational change
- Pre-IPO finance
