We invest across a range of sectors, including early-growth and mid-market companies in New Zealand and select regions. Our focus is on businesses with strong fundamentals, clear growth potential, and management teams committed to operational excellence and regulatory alignment.
We apply a disciplined, fundamentals-based approach to investment. Our team evaluates each opportunity through:
ESG screening aligned with our Responsible Investment Policy
Risk-adjusted return analysis over a long-term horizon
Strategic alignment with national economic development priorities
· Financial health and cash flow review
· Corporate governance and ownership transparency checks
· ESG factor evaluation (environmental, social, governance)
· Legal and compliance verification
· Capital investment
· Operational insight and board-level governance
· Access to global and local networks
· Long-term alignment with stakeholder interests
Our portfolio reflects our commitment to high standards of integrity, discipline, and transparency. We invest in a selective range of businesses and managed funds that align with our values and those of our investors.