About us

Principles

Long term value creators

• Deal sourcing and execution are only the start
• Work with management teams to develop and implement strategies that not only have an immediate operating impact but also lead to improved long term performance.

Constructive partnership with management

• Managers of portfolio companies and Balmoral are always partners in creating and delivering value to shareholders.
• Experienced in structuring attractive incentives for management.
• Reputation for transparency and integrity, two essential ingredients for a successful working relationship.

Focus on growing the intrinsic value of the business

• Capital structuring, efficient tax planning and risk optimisation are necessary but insufficient to deliver superior returns.
• Invest in businesses where the growth and return combination (and therefore cash flow) can be substantially enhanced by alternative strategies and improved execution.
• Work with management to develop and implement strategies that focus on the two main drivers of value creation:
  1. participating in economically profitable and growing industries and markets; and
  2. building or extending sustainable competitive advantages in these markets.
• Invest and allocate resources in order to maximise profitable growth.
• Work with management teams to achieve best-in-class management practices where necessary.