The diverse array of industries we have invested in to date reflect our sector-agnostic and entrepreneurial approach to investment.
Rather than limit ourselves to pre-specified sectors, we invest in sectors that exhibit attractive characteristics, including:
- Defensive, cash generative sectors that provide downside risk protection
- Fragmented sectors where acquisition-led growth strategies generate most value. This may be as a result of:
- Driving revenue and/or cost synergies
- Economies of scale
- An opportunity that exists to capture a greater share of the value chain
- Sectors where structural or regulatory change is driving a shift in value that can be captured