Leveraging its deep experience, long-standing relationships and extensive networks, The Fidelity Investment Group invests extensively in markets that we understand worldwide.

The Fidelity Investment Group’s strategy is focused on recognising the potential of companies and geographies. Leveraging its deep experience, long-standing relationships and extensive networks, The Fidelity Investment Group invests extensively in markets that it understands, namely EU, India, the CIS and Hong Kong. It is open to both control and minority investments, where there are opportunities to generate and enhance value. The Fidelity Investment Group is well financed with its single shareholding, flat structure and lean investment team able to evaluate and close transactions swiftly and effectively.

To maintain a balanced portfolio, The Fidelity Investment Group targets both short-term open market instruments (debt, equity, metals and other liquid assets) and strategic mid-to-long-term investments in sectors in which the group has demonstrated expertise (real estate, hospitality, engineering and construction, natural resources and renewable energy). While it is relatively sector agnostic, The Fidelity Investment Group typically invests in high growth sectors. The Fidelity Investment Group works closely with the management teams of its portfolio companies playing an active role in enabling them to realise their full potential.

INVESTMENT STRATEGY

We invests in mid-market buyout and growth capital opportunities across a range of industries in established, profitable companies with experienced management teams, where we can deploy capital and leverage our core strength in financial structuring, leveraging our global network and exploit strategic insight to augment growth.

Our key geographic markets for investment are North America, EU, CIS and Asia Pacific, where we have committed investments in sectors from engineering, procurement and construction, to natural resources, renewable energy, commercial and residential real estate and hospitality.

We adopt a “partnership” approach to investing and seek to support entrepreneurial management teams to consolidate or achieve industry-leading positions for their businesses. Our principal objective is to achieve long-term capital appreciation by developing a diversified portfolio of investments within our principal geographic markets.

Primary Geographic Focus:

EU, INDIA, CIS and Hong Kong

Sector Focus:

Real Estate, Hospitality, EPC Infrastructure, Renewable Energy and Natural Resources

Investment Size:

Approximately US$25 million to US$150 million

Board Representation:

Pre-requisite

Shareholding:

Majority or significant minority interest through equity or equity-linked securities

Use of Proceeds:

Buyouts and growth capital

Exit Routes:

Trade Sale, Secondary Buyout, Leveraged recapitalisation, IPO

Management

The Management teams of all our target companies have a proven, successful track record of managing businesses. We look for businesses with strong visionary management teams, which possess the right skills and commitment to increase the value of the business. The Management teams of these companies are capable of retaining control of day-to-day operations while working closely with The Fidelity Investment Group executives on strategic and performance related matters to drive long term value and growth.

Businesses

We typically invest in asset-backed business. This helps protect the value of our investments and offers a stable platform for growth. Although we are largely sector agnostic, we typically invest in areas where we have demonstrated vertical expertise. We invest in established companies, which have a profitable track record and are looking for growth capital.

Transformational Strategy

Identifying a transformational strategy is pivotal to creating business value. This may include executing a new business model, re-engineering and implementing a new operating model, repositioning a business within its industry, growing a business by acquisition or diversifying into new markets. Our extensive analysis of macro trends, supported by strategic insights and operational experience of our management molds our investments into leaders in their industries.

High Touch Management

We adopt a “high-touch” management approach to strategy and performance and – in particular where sustained leadership is required. We actively support revenue enhancement and cost reduction to invigorate value-creation. This often includes leveraging our industry knowledge, accessing our global network of resources and assisting in the recruitment of seasoned operating executives. We are thus able to build efficient and effective teams that can lead our companies into the future.