Management
Investment Process
TF believes that its rigorous investment process promotes strong management practice and is contributing to successful investment performance over the years through:
- Early identification of critical business and deal issues and risks;
- Frequent exchange of information and ideas between the deal team and other senior colleagues;
- Ongoing assessment of the investment premise through well-structured interactions with deal advisers and the target company; and,
- A well-documented process which provides strong risk controls while managing a due diligence process which progresses at a pace consistent with the deal dynamics.
The key elements of the investment process are:
- Focus on selective sectors
- Risk mitigation by blending high-growth investments (online, cleantech) with stable, cash-flow generating investments (defensives, manufacturing, services);
- Innovation and flexibility;
- Rigorous investment process and pricing discipline;
- Effective portfolio administration by credible, results-driven dialogues with management;
- Strong local market knowledge facilitating early identification of potential investment targets.
