Portfolio

A portfolio built on conviction.

A curated set of investments across industries and capital structures , each backed by rigorous diligence, long-term partnership and a disciplined focus on compounding value.

Portfolio at a glance

A concentrated portfolio, built over cycles, designed to compound.

Our portfolio reflects a decade of disciplined capital allocation across private companies, structured credit and real assets, each position selected for durable economics, aligned management, and long-term optionality.

  • Active Positions 0 Companies & mandates under active oversight.
  • Capital Deployed $0B Committed across primary, secondary & co-invest.
  • Sectors Covered 0 Diversified across resilient, non-correlated themes.
  • Average Hold 0 yrs Long-horizon partnership, measured in cycles.
Selected Investments

A curated view of where we invest.

A representative sample of active positions across our four core disciplines. Filter by sector to explore the shape of the book.

  • Private Equity

    Aventis Industrials

    Buy-and-build platform consolidating precision manufacturing across the Nordics.

    Stage
    Growth
    HQ
    Stockholm
    Year
    2021
  • Structured Credit

    Meridian Credit Partners

    Senior-secured direct lending to lower mid-market European specialty finance issuers.

    Stage
    Mandate
    HQ
    London
    Year
    2020
  • Real Assets

    Harbour Ridge Logistics

    Last-mile logistics real estate platform across coastal metros in APAC.

    Stage
    Core-Plus
    HQ
    Singapore
    Year
    2019
  • Private Equity

    Northlake Health Systems

    Specialty outpatient care operator serving underserved secondary markets in North America.

    Stage
    Control
    HQ
    Toronto
    Year
    2022
  • Ventures

    Obsidian Labs

    Data-infrastructure platform powering AI-native workflows for regulated industries.

    Stage
    Series C
    HQ
    New York
    Year
    2023
  • Real Assets

    Terrafirma Solar

    Utility-scale solar & storage platform delivering long-duration contracted cashflows.

    Stage
    Development
    HQ
    Madrid
    Year
    2021
  • Private Equity

    Kite & Vale Consumer

    House of premium wellness brands operating across DTC and select retail channels.

    Stage
    Growth
    HQ
    Sydney
    Year
    2023
  • Structured Credit

    Ascent Capital Solutions

    Bespoke structured credit programs for asset-heavy issuers in transportation and equipment.

    Stage
    Mandate
    HQ
    Dubai
    Year
    2022

Representative illustrative names. Full portfolio disclosures available to qualified investors under NDA.

  • Industrials & Manufacturing 24%

    Precision manufacturing, automation, and supply-chain platforms.

  • Financial Services & Credit 19%

    Specialty lenders, insurance platforms, and structured credit mandates.

  • Healthcare Services 16%

    Specialty care operators serving durable secular demand.

  • Energy Transition & Real Assets 15%

    Logistics real estate, renewable generation, and storage.

  • Consumer & Wellness 12%

    Category-leading brands with strong repeat behavior and pricing power.

  • Technology & Data Infrastructure 9%

    Mission-critical infrastructure for regulated, data-intensive workloads.

  • Select Special Situations 5%

    Opportunistic capital deployed where dislocation creates asymmetric upside.

Case Spotlight

How disciplined capital compounds over cycles.

One story from the book, showing how we underwrite, partner, and hold through a full cycle.

Private Equity · Industrials Aventis Industrials

From a family workshop to a Nordic precision platform.

We backed a founder-led business in 2021, added four bolt-ons, professionalised operations, and expanded margins, without losing the culture that built it.

Revenue
0×
EBITDA margin
+0bps
Add-ons
0
Hold
0yrs
What we did
  • Founder retained as chairman, aligned via rollover.
  • Four bolt-ons integrated on one ERP and operating cadence.
  • Entry into aerospace and medical device segments.
Partner With Us

Explore the portfolio, start the conversation.

For qualified investors and prospective portfolio partners, we share deeper detail on strategy, positions, and performance under a confidentiality framework. Reach out to arrange an introduction.

Get in touch About Emerging Capital
  • Portfolio Access Deep-dive materials under NDA
  • Co-Investment Selective sidecar & mandate opportunities
  • For Founders Capital, partnership, and long-term support