OUR INVESTMENT PHILOSOPHY
A GLOBAL MANDATE
We are able to invest globally, whilst recognising that we retain a significant competitive advantage in Africa and emerging markets.
We view ourselves as true partners for our portfolio companies, not simply capital providers. We aim to add real value to businesses through our operational expertise.
GENERATIONAL TIME HORIZON
We differ from other players in the industry in that we are unconstrained by time limits and possess both the patience and commitment necessary in order to create permanent capital.
We take a thorough and holistic approach to due diligence, retaining a sharp focus on key financial criteria.
We are fortunate in having a flexible mandate, which enables us to consider a wide range of assets and sectors and to leverage a variety of tools across the capital structure.
We seek to grow our portfolio whilst enhancing the prosperity of the communities around us, be it in terms of job creation, provision of critical services, or the development of vital sectors in the economy. We take a view that private enterprise – responsibly managed and profitable – is a key contributor to sustainable societal well-being.
We take a hard line on reputational risk and breaches of governance. We will refrain from engaging in sectors we may object to on ethical or moral grounds, and will review our exposure regularly across both dimensions.
CHOOSING THE RIGHT INVESTMENT PARTNER
Identifying the right investment partner is a critical decision for any business, with far-reaching implications. It is a judgment call that requires an alignment of values and a shared vision.
The industry we operate in is a crowded one, dominated by incentives which often lead companies to making short-term decisions. We at Oppenheimer Partners hope to provide an alternative.
Our flexible mandate and generational investment horizon mean that we start from a different set of premises than some of our competitors. Our commitment to shared prosperity means that we are guided by incentives and values that we feel are better aligned to the interests of companies, and therefore more sustainable over time.