Altor Emerging Growth Fund
The Altor Emerging Growth Fund is a concentrated fund focused on investing in special investment opportunities in listed and unlisted emerging companies.
The Fund is a concentrated fund focused on investing in special investment opportunities in listed and unlisted emerging companies. The Fund’s mandate allows for investment in both quasi equity (for example convertible notes) or direct equity, with a preference for quasi equity.
The Fund will hold a concentrated position of up to 20 investments from the best ideas generated by Altor Capital. The Fund will leverage off our private equity and capital markets experience to protect and enhance investment returns. We will be macro focused in the sectors we choose to invest in. These sectors will be experiencing strong tailwinds.
The Fund has a disciplined research investment process into emerging companies and combines this with a traditional private equity approach to achieve superior rates of return. With each investment we will seek to partner with our investee company and bring to bear our vast experience as private equity and capital market investors.
What we stand by:
Protect the Downside – We seek to understand the downside before investing and to minimise this risk through multiply processes.
Stick to your Knitting – We do not believe we can be experts in all assets however we can be specialists in niche Alternate asset.
Follow the Process – Repeatable investment process to identify opportunities in inefficient markets.
Invest with Patient Capital in Strong Thematics – provides superior returns through market cycles.
Altor uses a proprietary investment process covering 4 core investment pillars:
1. Due Diligence
- Management meetings and site visits.
- Review company information.
- Undertake due diligence.
- Financial analysis.
- Complete investment screening and investment decision.
2. Structuring
- Work with management on structuring a facility to their needs across the capital stack including equity, quasi-equity or debt.
- Understand strategic roadmap of the company and provide recommendations to maximise shareholder value.
3. Monitoring
- Ongoing information requirements including quarterly financials.
- Board position or observer rights.
- Regular meetings with management.
4. Value-Add
- Involvement in company strategy sessions.
- Strategic advisory including growth strategy, shareholder value management and operational implementations.
- Leverage Altor’s capital markets capability to drive growth including introducing company to new investors.
- Mergers & Acquisitions.
Ben has 15 years’ experience in advising and investing in companies. He commenced his career as a project manager for a large international engineering consulting firm working on a number of infrastructure projects in Australia and Southeast Asia. He later moved into investment banking, working for a leading corporate advisory house where over a 5 year period he executed over $2.0 billion in capital market transactions and $5.5 billion of public M&A transactions. Ben is a founder and chief investment officer of Altor Capital and is active in the private credit and private equity sectors in Australia. He currently holds board and advisory roles for a number of private and public companies.
Education & Qualifications
Master’s degree in Applied Finance and Investment and Bachelor’s degree in Science
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