SECTORS
Investindustrial is focused on three main areas of investment:
- Industrial Manufacturing
- Consumer
- Healthcare and Services
Each of the three main industry platforms have different growth drivers and opportunity sets.
Industrial Manufacturing
Global leaders in the design and manufacturing of specialty products.
The underlying markets are mature and often consolidated with high barriers to entry for new competition.
New markets are key to future growth of the companies and there are possibilities for operational improvement.
Consumer
Focus on global scale at entry, alongside luxury and premium positioning.
These leading companies and brands operate in markets with long-term growth, underpinned by positive trends in consumption patterns.
The underlying industries are mature but are often still fragmented, giving the companies attractive opportunities to consolidate their markets. Growth here tends to be scalable on an international level.
Healthcare and Services
Leading providers of critical or high value-added services.
The companies typically benefit from the growing global trend toward outsourcing.
With asset-light capital structures, they achieve high cash conversion rates and can expand internationally without the need for significant capital investment.
