In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached stock management since 2019.
In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached stock management since 2019.
Our portfolio managers are given the freedom to develop their approach, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.
Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies daily.
Stocks let you own a piece of a company’s future. They’re available for a wide variety of industries, so you can tap into your knowledge of specific businesses or help you diversify your portfolio.
While stock performance changes over time, successful stocks can help your money grow—at times, they can even outrun inflation.
Some stocks pay regular dividends—that’s income you can keep or reinvest.
Since stocks trade by the millions every day, you can move quickly when you’re buying or selling.
You decide which company to invest in, when it’s time to buy, and when it’s time to sell.
Our tools, information, and professional guidance mean you’ll never have to face the markets on your own.
The Luxei Corporate Finance Private Equity Advisory Team consists of more than 100+ Investment Advisory Professionals based in Florida, Copenhagen, Helsinki, Hong Kong, London, Madrid, Milan, Munich, Shanghai, Singapore, Sydney, and Zurich with a focus on core sectors in Healthcare, TMT, Services and Industrial Technology.
The Luxei Corporate Finance Private Equity Advisory Team has vast investment expertise, industry and sector knowledge, and established networks in the local business communities and societies. Whilst having a strong sector approach and maintaining a "local-with-locals" presence, the team is uniquely positioned to analyze companies and the markets in which they operate, and to develop proprietary investment opportunities. The Teams’ operational approach, combined with an ability to see what is "beyond the obvious" in terms of growth potential, industry consolidation, or structural change, are key advantages when scanning investment opportunities and monitoring portfolio company development.
The Team, in collaboration with the advisors in the Luxei Corporate Finance Network, which are selected and retained along with the sectors, seeks to identify potential control or co-control equity investments in companies with strong or improving market positions, a significant potential for top-line and earnings growth, and an engaged management team. In the middle-market segment, additional focus is on growth equity in the family- and entrepreneur-owned businesses, corporate orphans, and public-to-private transactions.
This work, in conjunction with opportunities originating from the Luxei Corporate Finance Advisors, ensures a strong pipeline of possible transactions. Targeted companies should have the potential for improvement and value creation by investing in growth, performance improvement, and active participation in industry consolidation through add-on acquisitions.
The typical equity investment opportunity in the large-cap segment ranges between EUR 125 million and EUR 1,200 million, and in the mid-cap segment between EUR 40 million and EUR 125 million.
The focus is on finding companies with underlying competitive advantages, such as operational excellence, unique brand qualities, and superior product characteristics – the essential building blocks of a strong market position. When assessing a company’s growth potential, an array of factors are considered, such as addressable market size, the potential for new products and geographical expansion, distribution channels, and customer satisfaction.
Luxei Corporate Finance Private Equity follows a highly flexible 'first principles' investment approach, applying developed world investment tools Globally.