Our latest investments
USA Portfolio
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European Portfolio
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Asian Portfolio
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Serial acquirer in video games

Serial acquirer in video games

Fashion, but not only

Fashion, but not only

The start of a new chapter

The start of a new chapter

How does it stand against competition?

How does it stand against competition?

Geopolitical Convergence

Geopolitical Convergence

Size matters

Size matters

Betting on the rebirth of a European defense

Betting on the rebirth of a European defense

European leader in biofuels

European leader in biofuels

Quality label, market leader

Quality label, market leader

Moving upmarket

Moving upmarket

The road to reinvention

The road to reinvention

Integration in its infancy, synergies underpriced

Integration in its infancy, synergies underpriced

Potential discount

Potential discount

A race to scale

A race to scale

A well-oiled machine

A well-oiled machine

Insolent takeover

Insolent takeover

A repeat performance

A repeat performance

Strong Assets

Strong Assets

Laser specialist

Laser specialist

Another unsung champion

Another unsung champion

Stands out from the crowd

Stands out from the crowd

A "roll-up" with strong growth

A "roll-up" with strong growth

Back on track

Back on track

Sustained growth, attractive valuation

Sustained growth, attractive valuation

The Ferrari of yachting

The Ferrari of yachting

A model of good management

A model of good management

Earnings revisions

Earnings revisions

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