Investment Principles & Capabilities

Investment Principles & Capabilities

Principles

Integrity
Overall alignment with ILPA principles and responsible ESG guidelines

Long-Term Perspective
“Through-cycle” view of industry demand/supply fundamentals, trends and potential discontinuities

Operational Focus
Top-line growth, EBITDA margin expansion, working capital optimization, PP&E utilization improvements

Pricing Discipline
Adequate margin of safety vis-à-vis intrinsic value

Capabilities

Reputation
Outstanding reputation across the South American business community

Multi-Sector Expertise
+25 years of collective experience in Food & Beverages, Energy, Animal Protein, Basic Materials, Dairy, Media & Technology

Know-how
Expertise across all major organizational fields (strategy, corporate finance/M&A, operations, talent management, organizational behavior)

Network
Unparalleled access to business, political and social leaders in the region