We have a number of investments in both private and public companies.

Activist Investing

We look to take stakes in listed companies where we can add value and/or introduce investors, potential transactions or encourage the investee company to change strategic direction. In some cases we are willing to seek to acquire such companies and may take them private. These companies will typically be trading at a substantial discount to their net tangible value.

By taking an activist stance we can accelerate the timing of our expected investment return, acquiring the company if need be. Occasionally the target company is instead taken over by other potential bidders having identified the same opportunity. Either way it acerates the speed of return.