About Us - Our Philosophy

Fundamental research driven: Fundamental research driven: Fundamental research is the foundation of our investment process. We have an extensive in-house global research network with research capabilities that range from detailed analysis of individual companies to broader coverage of economic, political and regulatory climates.
"Bottom-up" investment process: Our extensive research enables us to gather comprehensive knowledge of companies and their markets and is applied to build our private equity portfolio using a security-by-security approach.

A global approach: We believe that in order to understand a company or an industry in one country, we must understand that company or industry within a global context. This global perspective enables us to invest across regions and industries.

Risk profile: We focus primarily on established, expansion-stage companies.

Disciplined and consistent investment process: We evaluate potential portfolio companies based on certain criteria, including whether the companies:
  • Are locally dominant or have the potential for local market leadership;
  • Have proven strong, reliable, professional local management;
  • Are available at attractive valuations relative to global market comparable companies; and offer reasonable, tangible prospects for alternative exit scenarios after three to five years.
Our investment process typically involves months of detailed due diligence, including getting to know the management team of a portfolio company. We seek contractual provisions for board representation, governance rights, and exit options.