Portfolio

投资组合

More than twenty companies across three sectors. Most were mid-sized when we invested; several are no longer mid-sized.

三大行业、二十余家企业。多数在我们投资时属于中型企业;其中若干如今已不再是。

The list below is a record of what we have owned, not a claim about what the next decade will look like.

以下清单记录的是我们已持有的资产,并不代表对未来十年的任何承诺。

Fitness club interior
Health & Fitness · 9 companies健康与健身 · 9 家企业

Clubs, boutique studios and digital fitness

健身俱乐部、精品工作室与数字健身

Urban Gym Group (UGG) — a fast-growing fitness group operating more than 50 locations and expanding internationally through acquisition. TrainMore — 35+ locations. TRIB3 and PILAT3S — boutique studio formats designed for international franchising. Gymbox, Clubsportive, BTY CLB and Renessence — club and wellness operators. Gymstory — a digital fitness platform.

Urban Gym Group(UGG)——快速成长的健身集团,运营超过 50 家门店,并通过并购推进国际化扩张。TrainMore——门店数超过 35 家。TRIB3PILAT3S——面向国际特许经营设计的精品工作室业态。GymboxClubsportiveBTY CLBRenessence——俱乐部及健康生活运营商。Gymstory——数字健身平台。

Companies企业数量
99 家
Lead asset核心资产
Urban Gym GroupUrban Gym Group
Scale规模
50+ locations50 家以上门店
Data centre racks
IT, Telecom & Media · 3 companiesIT、电信与媒体 · 3 家企业

Circular IT at European scale

覆盖欧洲的循环 IT 业务

Infotheek Group — a global leader in circular IT solutions, operating through divisions serving end users and European resellers. The business now spans 25 countries and has scaled from €64 million to more than $1 billion of revenue. Flex IT Distribution and Dustin complete the sector holdings.

Infotheek Group——循环 IT 解决方案领域的全球领先企业,旗下分别设有面向终端用户与欧洲经销商的业务板块。该业务现已覆盖 25 个国家,营收从 6,400 万欧元增长至逾 10 亿美元。Flex IT DistributionDustin 构成该板块的其余持仓。

Companies企业数量
33 家
Lead asset核心资产
Infotheek GroupInfotheek Group
Reach覆盖范围
25 countries25 个国家
Corporate training session
Human Capital · 8 companies人力资本 · 8 家企业

Hiring, skills and workforce technology

招聘、技能培养与劳动力科技

Lepaya — a global provider of power-skills training blending online and offline learning, backed with $47 million. HirePort — recruitment technology. FreshMinds — 120+ consultants. Future Human Capital Group — 130+ professionals. Intrameo, Flexxvoice, SC.Tiger and Think Codex complete the group.

Lepaya——全球性职场核心技能培训服务商,融合线上与线下学习,已获 4,700 万美元融资支持。HirePort——招聘科技平台。FreshMinds——顾问团队超过 120 人。Future Human Capital Group——专业人员超过 130 人。此外还包括 IntrameoFlexxvoiceSC.TigerThink Codex

Companies企业数量
88 家
Lead asset核心资产
LepayaLepaya
Model模式
Blended learning线上线下融合

Realised

已实现退出

Previous investments

历史投资


Centralpoint was acquired by the Swedish listed group Dustin for €425 million in 2021 — our largest realised exit to date. Other realised positions include BE Networks, ChannelEngine and WeSupport.

Centralpoint 于 2021 年被瑞典上市集团 Dustin4.25 亿欧元收购, 为我们迄今最大的一笔已实现退出。其他已退出项目包括 BE NetworksChannelEngineWeSupport

Past performance is not a guide to future results. Portfolio composition changes over time.

过往业绩不代表未来表现。投资组合构成会随时间变化。

Investment criteria投资标准QFII & compliance资质与合规