How we invest
Clear in our thinking. Entrepreneurial in our execution.
We focus on selected investments where distinctive access, a clear investment thesis and the right partners come together.
What matters to us is the clarity of an investment thesis, rather than its complexity.
We invest in proven business models, sound underlying assets and attractive markets, alongside teams and partners who understand their markets and have a proven ability to execute.
01
Clear investment rationale
We invest only where we understand how value is created, which risks we are taking and what determines the success of the investment.
02
Disciplined entry
Price, structure and risk must be in a sensible balance with expected returns. We do not want an investment to depend on optimistic assumptions for it to work.
03
Team & execution
Industry knowledge alone is not enough. What matters is a team with a proven ability to execute and the skills to translate an investment thesis into operational reality.
04
Distinctive access
We are particularly interested in situations where our network, experience or transaction structure creates access that goes beyond a purely financial investment.
On site at a portfolio company
Co-investments
Invest alongside us
We pursue many of our investments alongside a selected group of entrepreneurial families and co-investors. This allows us to bring together the right partners for an opportunity and undertake investments that would not make sense for an individual investor acting alone.
We invest our own capital alongside. Our deal-by-deal approach also allows our partners to build their own diversified portfolio of direct investments over time, without a blind-pool structure and with full transparency on each investment.
What matters is not the number of participants, but a partnership in which experience, capital and interests align.