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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)
$71.1m
Value %
5%
Advisor Group
Financial Services
Independent network of wealth management firms
Inv. Date
July 2019
Value($m)
$54.2m
Value %
4%
AutoStore
Industrials/ Industrial Technology
Leading provider of automation technology
Inv. Date
July 2019
Value($m)
$52.7m
Value %
4%
Constellation Automotive
Business Services
Leading provider of vehicle remarketing services
Inv. Date
November 2019
Value($m)
$51.8m
Value %
4%
Inv. Date
June 2017
Value($m)
$50.0m
Value %
4%
Inv. Date
January 2019
Value($m)
$41.8m
Value %
3%
Material Handling Systems
Industrials/ Industrial Technology
Systems and solutions utilised in distribution centres
Inv. Date
April 2017
Value($m)
$39.7m
Value %
3%
Cotiviti
Healthcare
Payment accuracy and clinical software solutions for the healthcare industry
Inv. Date
August 2018
Value($m)
$35.9m
Value %
3%
Inv. Date
July 2018
Value($m)
$35.5m
Value %
3%
Inv. Date
September 2021
Value($m)
$35.2m
Value %
3%
Inv. Date
March 2020
Value($m)
$32.1m
Value %
2%
True Potential
Financial Services
Wealth management technology platform
Inv. Date
January 2022
Value($m)
$29.7m
Value %
2%
Marquee Brands
Consumer/ E-commerce
Portfolio of consumer-branded IP assets, licensed to third parties with a number of internally managed DTC platforms
Inv. Date
December 2014
Value($m)
$29.7m
Value %
2%
BeyondTrust
Technology/ IT
Cyber security and secure access solutions
Inv. Date
June 2018
Value($m)
$29.6m
Value %
2%
Monroe Engineering
Industrials
Distributor of mission-critical standard and custom engineered products
Inv. Date
December 2021
Value($m)
$26.6m
Value %
2%
Stubhub
Consumer/ E-commerce
Ticket exchange and resale platform for buyers and sellers
Inv. Date
February 2020
Value($m)
$26.4m
Value %
2%
Engineering
Technology/ IT
Italian-based provider of systems integration, consulting and outsourcing services
Inv. Date
May 2016
Value($m)
$25.6m
Value %
2%
Branded Cities Network
Communication / Media
North American advertising media company
Inv. Date
November 2017
Value($m)
$25.4m
Value %
2%
Addison Group
Business Services
Professional services provider specialising in staffing and consulting services
Inv. Date
December 2021
Value($m)
$23.8m
Value %
2%
By Light
Technology
Provider of IT and technology infrastructure cyber solutions
Inv. Date
June 2017
Value($m)
$22.9m
Value %
2%
As at 30 April 2023.
Excludes two undisclosed companies due to confidentiality provisions.