Philosophy

Investment Philosophy

Vision

Built to Last – Achieve superior returns through strong partnerships with owners and management.

Strategic

  1. All investments will have good fundamental industry economics with:
    • Strong market position with growth prospects
    • Superior margins or returns on capital
    • A long term view
  2. Investments that have strong, experienced management in the businesses with, ideally, a stake in the business are strongly preferred by PIML
  3. There is a focus on investments who are developing products and services with a clear sustainable competitive advantage
  4. PIML prefers investments operating in growing markets of sufficient size that are rationale from a competitive perspective
  5. PIML is flexible in the way it invests and works closely with business owners.
  6. PIML can invest equity between $1m to $20m.

Partnerships

As an investor, PIML seeks to provide governance support in the companies it invests in by adding value as an active board representative, particularly in the areas of strategy, risk and growth.

Industry Sectors

Primarily involved in the agricultural, manufacturing, importing and distribution, aggregate and property industry sectors, PIML will continue to invest in these areas, as well as diversifying into other industries. Investments of particular interest would typically have opportunities to grow the customer base with existing products and services as well as new ones.

Perry Group

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