Portfolio

Investment strategies

Looking at the information and communication technology sectors, with wireless, broadband and new media/Internet related businesses in particular, we invest in companies that satisfy the following criteria:

  • Significant growth and profitability potential
  • Fit within portfolio and development phase
  • Competitive advantages in a global market
  • Management, organization and human resources
  • Significant ownership with board of directors' participation
  • Attitude to alliances, industrial partners and capital increases
  • Pricing and valuation of ownership contribution
  • Exit strategy


Success factors as we see them

  • Timing
  • Alliances/network
  • Owner involvement
  • Technological competence
  • Resource persons
  • Due diligence
  • Access to capital



General pitfalls

  • References with no substance
  • Investment bank developed strategy
  • Entrepreneurs with pure financial motives
  • Entrepreneurs with:
    • Control and CEO complex
    • Low emotional intelligence
    • Low integrity
    • Lack of industrial understanding
    • Frequent new concepts
  • Lack of competitive advantages

Funds