Investment Strategy

Approach


Sustainable value creation

  • Long-term investment horizon and counter-cyclical investment behavior
  • Fundamental value creation strategies and active management of portfolio companies
  • Sustainable business development in close cooperation with company management

Strong downside protection

  • Invest only in companies where a comprehensive due diligence is possible
  • Lower risk profile due to low debt leverage
  • Continuous review of company developments and adjustment of strategy, if appropriate
  • Transparent investment structures, fully compliant with regulatory requirements




Sustainable Value Creation

  • Long-term investment horizon and counter-cyclical investment behavior
  • Fundamental value creation strategies and active management of portfolio companies
  • Sustainable business development in close cooperation with company management

Strong Downside Protection

  • Invest only in companies where a comprehensive due diligence is possible
  • Lower risk profile due to low debt leverage
  • Continuous review of company developments and adjustment of strategy, if appropriate
  • Transparent investment structures, fully compliant with regulatory requirements





Criteria



I



Banks, insurers and other financial services companies


II



Headquartered in Europe


III



Both majority and minority investments


IV



Enterprise value above
50 million euro