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Defensive growth companies benefit from long-term trends that make them less sensitive to the broader economic cycle.
We target businesses that benefit from long-term structural trends rather than relying on cyclical economic growth. Our aim is to build a portfolio that will be more resilient in an economic downturn than the overall market. We are able to do this, in particular, in our high conviction investments by selecting co-investments and secondaries that exhibit defensive growth characteristics. We also tend to back private equity managers that share our investment philosophy, therefore the defensive growth theme is also prevalent in our funds portfolio.