We dedicate substantial time to primary research in secular growth markets and finding specific companies identified for their growth and high transformation potential.
We define an attractive market as one which has the following illustrative characteristics:
This process has generated proprietary work around 30+ sectors and a collection of research white papers.
Developing these papers utilises SCP Digital, our own proprietary technology platform, and our network of current industry leaders, leading to faster, stronger, and more actionable transformation and investment opportunities for our firm and our portfolio companies.
Healthcare spending globally is increasing as the population ages; chronic diseases persist, technology advances, and patients and healthcare consumers become better informed and more demanding.
We want to partner with companies that help improve access to healthcare, lower the cost of healthcare delivery and improve the quality of healthcare. We focus on those businesses that can benefit from digitization and automation to achieve those goals.
We work to accelerate the transition to resource-efficient and sustainable economies, by investing in companies whose products and services allows us to create more with less and to deliver greater value with less input.
We focus on companies that deliver a more efficient demand side response through asset-lite and tech-enabled products and services.
As digital disruption continues to surge, our technology strategy is focused on improving businesses with technology to help fuel transformation across verticals and innovate to enhance the way we live, work and create.
The fast pace of innovation and rapid change in technology requires a deep understanding which plays into our thematic investment approach.
We want to partner with management teams where we can apply automation and sector-specific know-how to create a lasting competitive advantage.
Focused on building sustainable businesses that are structurally optimized to exploit mega-trends globally and deliver exceptional returns for our investors while using evidence-based KPIs to track this.