Sectors

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