Investment
approach
We're founded on a few enduring principles.
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The Indo-Pacific technology and industrials sector has great potential
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Specialised expertise is vital for investing in this complex and dynamic sector
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Close partnerships with ambitious companies can unlock outsized value
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Building businesses for lasting growth creates the equity for all stakeholders
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Today we continue to growing our investment record atop these lasting beliefs.
DNA
We invest with global technology perspective, but operate with local knowledge and skills.
We invest only in markets we know, and in companies where we can make a difference.
We earn trust with business leaders through insight, contribution and empathy.
We invest responsibly to build lasting
equity for all stakeholders
Sector
The technology and industrials sector of the Indo-Pacific is undergoing three massive shifts:
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Strong long-term technology growth
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Large-scale domestic economic growth
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Global trade & COVID-19 disruptions
These powerful forces create enormous investment opportunity, but demand skill and insight to navigate the complex shifts underway.
Returns
Our sector specialisation is a foundation for building alpha across the investment cycle.
We use our specialised expertise and relationships to generate:
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Proprietary access to deals
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Differential investment insight
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"Build to last" growth for all stakeholders
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Global investment exits
With 100% of our focus spent in-sector, our investment advantage strengthens over time.
Responsibility
Stewardship and responsibility are integral to our approach of building lasting businesses.
We believe that a thoughtful approach to ESG builds better businesses, attracts better talent, creates better industries, and ensures a better future for all stakeholders.
These principles are core to our investment practice, and integral to the partnerships we create to build companies in our portfolio.