We will focus on sectors where we have a competitive advantage based on our long history of investing, our depth of understanding and our relationships.
- Real estate
- Energy
- Late stage private equity
Delivering our investment strategy
INVESTMENT APPROACH
Focussing where we have competitive advantage
Our long history and relationships
Working with outstanding management teams
- Reputation and experience in their sector
- The ability to access exceptional opportunities
- To execute those opportunities and deliver attractive risk-adjusted returns
"Hard to Access” assets – giving the opportunity for wealth creation through nurturing and careful management
- At the smaller/medium end of their respective sectors where pricing inefficiencies allow attractive entry pricing
- Assets will likely to require a level of management attention which larger funds and pure financial investors are less able to support
- Opportunities not available through larger funds and not generally too management-intensive to be accessible to most family offices or high net worth investors
Influence and information
- Controlling, or influential minority positions with board or investment committee representation
- Full information rights
Co-investment partners
LMS has had a philosophy of bringing co-investors along
The company will build a small network of partners who will invest in its deals alongside it. Potentially, for every £1 invested on the LMS balance sheet, a multiple could be sourced through its co-investment program.
Co-investment partners
LMS has had a philosophy of bringing co-investors along
The company will build a small network of partners who will invest in its deals alongside it. Potentially, for every £1 invested on the LMS balance sheet, a multiple could be sourced through its co-investment program.