We focus on deals in sectors where we have a direct area of expertise or benefit from a specific angle.
Non-cyclical sectors with high structural growth.
Sectors with (i) low capital intensity translating into relatively high return on invested capital or (ii) contractual, recurring revenues providing high visibility on cash flows.
Sectors with minimal government intervention or sound regulatory framework.
Consumer
- Food & Beverage
- Healthcare
- Home & Personal Care
- Retail
Financial Services
- Asset Management
- Payment Services
- Insurance Brokerage
- Fintech
Real Assets
- Telecom Towers
- Data Centers
- Commercial Real Estate
- Solar Energy Farms
