Expert guidance helps custodians engage actively with portfolio companies, promoting sound governance and long-term value creation.
Proactive role in corporate oversight
Maximizing influence governance
We invest in a small number of high-quality companies world wide, where we identify potentially significant opportunities to create additional value
by addressing certain company-specific issues. We then act as a catalyst for change by constructively working together with the companies and other shareholders.
Meaningful ownership stakes and constructive engagement with management, corporate boards and other shareholders allow our experts to act as a catalyst for
a sequence of potentially value-creating events. This makes the strategy less dependent on market inefficiencies or single events.
Concentrated portfolio and a long-term approach enable the team to make in-depth assessments of company fundamentals and opportunities for value-realising change. This is reflected in typical holding periods of 3-5 years, with capital lockups facilitating an effective implementation of the strategy.
Systematic use of a value lever framework for investment analysis and engagement with companies brings rigour to the investment approach. The team has a reputation for engaging in constructive dialogue with investee companies, as part of the value realisation process.
Our experts comprises fund management, fundamental equity analysis, strategy consulting and governance competencies. With experience accumulated through more than 50 investments spanning a broad variety of industries and countries, our experts leverages a broad network of executives, non-executives, industry experts and other investors, who assist in the process of seeking value realisation and constructive engagement with companies.
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