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Largest Investments
Our 20 largest underlying companies represent 53% of the portfolio, providing shareholders with increased visibility on key portfolio growth drivers.
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Inv. Date
January 2020
Value($m)
$77.7m
Value %
5%
AutoStore
Industrials/ Industrial Technology
Leading provider of automation technology
Inv. Date
July 2019
Value($m)
$61.7m
Value %
4%
Advisor Group
Financial Services
Independent network of wealth management firms
Inv. Date
July 2019
Value($m)
$56.8m
Value %
4%
Inv. Date
June 2017
Value($m)
$54.0m
Value %
4%
Constellation Automotive
Business Services
Leading provider of vehicle remarketing services
Inv. Date
November 2019
Value($m)
$51.7m
Value %
4%
Inv. Date
September 2021
Value($m)
$49.0m
Value %
3%
Inv. Date
January 2019
Value($m)
$42.9m
Value %
3%
FORTNA
Industrials/ Industrial Technology
Systems and solutions utilised in distribution centres
Inv. Date
April 2017
Value($m)
$37.9m
Value %
3%
Cotiviti
Healthcare
Payment accuracy and clinical software solutions for the healthcare industry
Inv. Date
August 2018
Value($m)
$37.0m
Value %
3%
BeyondTrust
Technology/ IT
Cyber security and secure access solutions
Inv. Date
June 2018
Value($m)
$32.7m
Value %
2%
Monroe Engineering
Industrials
Distributor of mission-critical standard and custom engineered products
Inv. Date
December 2021
Value($m)
$31.9m
Value %
2%
Inv. Date
March 2020
Value($m)
$30.1m
Value %
2%
True Potential
Financial Services
Wealth management technology platform
Inv. Date
January 2022
Value($m)
$29.8m
Value %
2%
Inv. Date
July 2018
Value($m)
$29.0m
Value %
2%
Marquee Brands
Consumer/ E-commerce
Portfolio of consumer-branded IP assets, licensed to third parties with a number of internally managed DTC platforms
Inv. Date
December 2014
Value($m)
$28.3m
Value %
2%
Branded Cities Network
Communication / Media
North American advertising media company
Inv. Date
November 2017
Value($m)
$26.5m
Value %
2%
Stubhub
Consumer/ E-commerce
Ticket exchange and resale platform for buyers and sellers
Inv. Date
February 2020
Value($m)
$26.4m
Value %
2%
Staples
Business Services
Office supplies provider through B2B and retail platforms
Inv. Date
September 2017
Value($m)
$25.6m
Value %
2%
Engineering
Technology/ IT
Italian-based provider of systems integration, consulting and outsourcing services
Inv. Date
May 2020
Value($m)
$25.5m
Value %
2%
By Light
Technology
Provider of IT and technology infrastructure cyber solutions
Inv. Date
June 2017
Value($m)
$23.9m
Value %
2%
As at 31 July 2023.
Excludes two undisclosed companies due to confidentiality provisions.