Investment strategy & our approach to investors
Where we do offer investment consulting
We focus our investments consultancy on businesses in Europe, Africa, Midle east and South Asia. We helps to companies to grow in challenging business environment and conditions.
We operate where we can achieve the biggest development impact. This means our decision-making process encourages investment in the countries with the most challenging investment climates. We rank countries (and individual states in the case of India) based on their investment difficulty, which considers measures like access to finance, ease of doing business, and GDP per capita.
To what business sectors we give priority
Investments in sectors where growth leads to jobs. We prioritise sectors where growth leads to jobs – our decision-making process ranks sectors based on their likelihood of creating jobs.
Our consulting teams include product and sector experts who look for businesses with the greatest potential for impact, whether through their ability to grow and create jobs, to address a lack of enabling infrastructure, to increase efficiency, or to increase opportunities for the poorer parts of society.
These priority sectors are:
Financial services
We provide consultancy to investors experience in sector of non-bank specialty finance institutions and adopt a similar strategy in some of the harder markets. Supply-chain finance for small enterprises and affordable projects financing are other areas in scope of our interest.
Energy and infrastructure
Our focus has been on the renewable energy sector and small energy supplying units.
Health
We aim to support and collaborate with specific types of companies, including innovative providers bringing new treatments to market; or medical equipment providers; pharmaceuticals and medical products producers and distributors. We’re also interested in healthcare providers that can expand their activity into poorer regions.
Manufacturing
We do investment consultancy in both manufacturing businesses and ‘enabling’ businesses, such as industrial parks and logistics companies. We tend to support investments directly in larger businesses, and through banks or funds to reach smaller enterprises.
Foods and agriculture
One of our priorities is supporting businesses that will meet the rising domestic demand for food in Africa and South Asia. We able to support the best-performing management teams in the market, as well as investments in commercially unsustainable countries and sub-sectors, where we could achieve a real development impact.
Construction and real estates
Our focus for consulting of new investment projects about affordable housing and logistics. We also support large-scale urban development projects and construction projects in the retail and hospitality sectors.
Education
We focus on companies that lower prices or improve quality. We’re particularly interested in new ideas that provide more affordable education and can be replicated at scale. We are also interested in supporting companies that work with governments to improve the quality of public sector education.
Our approach to investors
A long-term investor
We do consultancy to investors who operate from their own balance sheet, which means that we can take a long-term and flexible approach where needed. We’re able to stand firm with businesses through hard times, because we know success can take time.
A responsible investor
We know from experience that it takes more than money to grow a great business. So we also invest our time and expertise in environmental, social, and business integrity issues. We can lead and dedicate specific resources to work in these areas and can assist in bringing a project or business up to international standards.
Commercially minded
Fast and responsive, we take a commercial view of pricing and risk analysis. We have weekly and monthly investment committees (meetings), and a streamlined approval process.