— Investment focus

Where we deploy capital.

Four sectors, selected for their structural durability and the operating depth we have cultivated within them.

01 / 04

Private Equity

Control and significant-minority investments in mature, cash-generative businesses across Europe and Asia.

01EBITDA $10M–$150M; founder, family or carve-out provenance
02Industrials, business services, specialty consumer and healthcare services
03Hold periods of 10–25 years with active board engagement
04No leverage above 3.5x; no auctions; bilateral conversations only

02 / 04

Technology

Early-growth equity in technical founders building infrastructure-grade platforms.

01Applied AI, climate-tech, semiconductors, vertical software
02Series A through C; lead or co-lead with board seat
03Technical defensibility and clear unit economics required
04Patient capital with no pressure to exit on fund timelines

03 / 04

Shipping

Counter-cyclical vessel acquisitions and operating partnerships across maritime trade.

01Dry bulk (Supramax, Kamsarmax), product tankers, LR2
02Acquisitions at or below scrap-adjusted steel value
03Joint ventures with proven technical managers
04Long-term time-charter strategies through cycles

04 / 04

Energy

Full-spectrum exposure across hydrocarbon, renewable and grid infrastructure.

01Producing oil & gas assets with long reserve life
02Utility-scale solar, wind and battery storage in OECD markets
03Transmission, distribution and grid-edge infrastructure
04Carbon-aware portfolio construction with measurable transition