We are thematic investors. We invest in companies that are poised to benefit from any or several of five transformative themes that we underwrite. We believe these transformative themes are materially changing the wider business landscape, creating sustainable winners.
Health and wellness, experience, home fitness, cocooning, self-care, leisure, privacy, security, safety, and tech. The way we live is changing. We are interested in the ways society is re-inventing aspects of how we consume and behave.
.png)
Connectivity, digitisation, shifting consumer habits, mobility, subscription, shared, IoT, remote, instant, and tech. We are all citizens of the net now, and we seek to back businesses that understand this and profit from the new now.
ESG as brand attribute, energy transition, reduction in environmental pollution, and tech. There are huge changes in our relationship to the planet. We back the companies that are part of that positive change.
Equal treatment, equal opportunity, education and training, flexible working, staffing, communities, and tech. The way we behave and treat each other is changing. We seek to support the businesses that are driving that change.
Sustainable competitiveness, trusted brand, value-add, proximity, and tech. As the world changes and becomes more challenging, the ability to compete better and smarter is ever more important. We back those that see this change.
Px3 considers the Sustainable Finance Disclosure Regulation (SFDR) through the direct transparency of sustainability integration. The SFDR has required disclosure since 10th of March 2021 and thus Px3 has prepared the relevant policy and disclosure documentation.
The considerations within the SFDR designate certain entity and product-level requirements so that investors are appropriately informed of adverse sustainability impacts, the promotion of environmental and/or characteristics and sustainable investment criteria.
Our entity-level SFDR policies are found here:
Our product-level SFDR disclosures related to our funds which promote environmental and/or social characteristics (Article 8) may be found here:
We are sector experts, with two decades of domain expertise, relationships, and investment experience in business services, consumer and leisure, and industrials. We use bespoke quantitative and qualitative models to assess and rate segments and decide where we focus and invest within these target sectors.
The professional services that support and enhance the operations of business clients. In how businesses work, deliver and succeed.
How we live, eat, consume and relax. The businesses that deliver those experiences.
Businesses at the heart of how we manufacture. In how we make and improve the world around us.
Companies that help other companies operate, deliver, and succeed.
Companies that impact how consumers live, eat, consume, and relax. Companies that deliver those experiences.
Companies that engineer, design, and manufacture trusted goods to operate and automate industries. Companies that innovate, towards sustainability.
Companies that deliver services to other companies, allowing them to focus on their core. Companies that help other companies operate, deliver, and succeed.
Companies that provide goods or services to consumers. Companies that deliver experiences, helping consumers live, eat, consume, and relax.
Companies that engineer, design, and manufacture goods to operate and automate industries. Companies that innovate, towards sustainability.
We invest in companies that are fundamentally strong businesses. In companies that can deliver transformative upsides while having low downside risk. We use bespoke quantitative and qualitative key performance indicators to assess and rate business fundamentals.
We seek to invest in companies with attractive business attributes, including strong leadership teams, leading market positions, solid systems and processes, high cash generation, and good return on invested capital.
We are focused on companies with the potential for transformative upside through multiple paths to creating value and multiple exit avenues.
We are mindful to minimise risk, as custodians of capital for our investors. We look to invest in companies with a low risk of disintermediation, limited regulatory risk, and high degree of diversification, and avoid companies with unclear or declining terminal value.
