Value Creation

We have focused on value creation in our portfolio companies since inception, and apply an active ownership style and an industrial mind-set to enhance the operating and financial performance of portfolio companies on an accelerated basis. We are a medium term investor, with a holding period of 3 to 6 years. We take a hands-on approach by actively participating on boards in key operating decisions and strategy implementation, by leading add-on acquisitions, and by monitoring performance.  We help portfolio companies create and reinforce their market leadership, develop their brands, and enhance their strategic value.  

  • Operating improvements - Our portfolio companies typically achieve higher margins than their peers through our active involvement. We help streamline businesses, dispose of non-core assets and invest in IT systems to enhance margins and profitability;
  • Organic growth - Through the introduction of new products, expansion of footprints and targeted capex to support growth, we are able to achieve double-digit growth; 
  • Buy and build - We consolidate fragmented industries to improve purchasing and cost synergies, to benefit from economies of scale and to create country or regional champions;
  • Sector experience - Our sector knowledge, which is enhanced by our Industry Advisory Board, allows us to apply the best benchmarks and industry practices in our portfolio companies;
  • Corporate governance - Our long history of working in the region, strong networks and Industry Advisory Board ensures that we are well-positioned to support management. The impact of management teams is enhanced by applying the appropriate management incentive structures.