Our investment strategy

SGT Capital Fund II LP primarily invests in shares and other equity-related instruments with a primary focus on gaining control or co-control of target companies. Up to 20% of aggregate commitments may be invested in other instruments on an opportunistic basis.

Target companies will generally be middle-market companies. The fund intends to acquire between 8 and 12 target companies. A maximum of 25% of aggregate commitments may be invested in a single target company.

Key investment themes are: 
 

  • Implementation and acceleration of global expansion and global growth initiatives (both organic and buy & build), especially in Asia/China. 
  • Business transformation to unlock strategic and operating improvement potential.

The Fund will invest in developed economies in Europe and, to a lesser extent, in North America and Asia ex-China.

The Fund is looking to identify fundamentally sound and cash generative assets operating in markets with positive growth trajectory and well-defined value creation opportunities.

Priority sectors include: 
 

  • Industrials (e.g. high-end machinery & equipment, robotics, environmental technology),
  • Consumer & Healthcare (e.g. medical devices, premium brands, entertainment),
  • TMT (e.g. information services and technology),
  • Financial Services (e.g. asset management, insurance, fintech),
  • Business Services.

Target companies may be acquired through a range of different transactions, including corporate carve-outs and take-private transactions (hostile acquisitions are excluded).

Contact

SGT Capital
Genesis Building, 5th Floor, Genesis Close
PO Box 446
Cayman Islands, KY 1-1106

or by email: investor-relations@sgt-capital.com