Example portfolio companies
Why does this opportunity exist?
Our investment strategy ensures we only invest in companies that benefit from the localisation of their service or product, which in turn makes it difficult for international companies to compete.
Our portfolio embraces innovators. Each of our investments are made in companies that are pushing the boundaries of their own particular niche, capitalising on first mover advantage in that region.
The limited capacity of our Funds is dictated by the current opportunity set. We are not looking for large ‘unicorns’ – with the associated low hit rate. We are looking to >5x ‘smaller’ companies (sweet spot is $2m-$5m) in a sustainable manner with a high hit rate.
Investing for profit and impact
Our portfolio companies are not solely focused on growth and financial returns: they consider impact a central goal from the start, a stance that is reflected in the problems they are tackling as well as the customers they serve.
Find out more500k
We aim to support 500k jobs through the companies in Fund 2
>5x
We only consider companies capable of generating a minimum 5x return
5x to 7x
The private investments in Fund 1 – made in 2017 – have already generated returns between 5x-7x.
100%
We maintain active board representation on 100% of our companies
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