The world is in a state of flux as geopolitical risks escalate around the globe. In this context, investors could benefit from adopting a value-driven strategy and identifying compelling opportunities at the company level.
It also can be helpful to consider ‘out of the box’ investment styles and a proactive approach to engaging with underlying companies.
This has long been the tactic of private equity investors – they find and then invest in promising companies for the long haul.
It’s a methodology that can also serve investors in listed equities well – particularly with regards to global small cap equities. Adopting an approach of “friendly activism” can reap strong benefits over the long term.
This is an approach that we have long espoused at Alantra EQMC, and our investors have benefited from it. By making a significant investment in a growing small cap company, up to around 25 percent, we have the power to initiate and encourage real change.
