We look for opportunities created by global trends
Macro to micro
Our investment process starts with our view of what is happening at the macro and global level. We identify how these trends could create opportunities. We then look for businesses that we believe are well positioned to seize them. This approach – from macro to micro – is the foundation of Terra Firma’s investment strategy.
For more than 20 years we have followed a consistent investment approach of acquiring companies that have been overlooked, are underperforming or whose performance we feel can be significantly improved.
These may be in sectors that are out-of-favour or be businesses that have been under-managed or under-capitalised. Our goal is to generate superior returns by building better businesses: transforming the strategy, operations and finances of the businesses we acquire to make them best-in-class.
All of our investments share three characteristics: they are asset-backed, in what we consider to be essential industries and require transformational change.