02 Strategies
Positions built around identifiable catalysts — announced transactions, activist campaigns and corporate separations — where the path to value is specific and the timeline is knowable.
Capital deployed across the credit stack in stressed and distressed businesses, with a focus on restructurings where our analysis of the process confers an advantage.
Long-duration partnerships with founders and management teams at inflection points, providing capital and operating perspective through ownership transitions and recapitalisations.
03 Principles
Sector expertise and local knowledge of global markets let us unravel complex situations quickly and with conviction.
In an increasingly global market, a shared view across regions gives us the perspective to act before consensus forms.
We isolate, prioritise and analyse the factors that actually determine outcomes for the companies in which we invest.
We seek to advance businesses proactively, shaping outcomes that benefit the enterprise and our investors alike.
Theses are built on the formation of catalysts over identifiable timelines — not on narrative alone.