- Builds, owns, and operates its data centers
- Locations include Malaysia, Indonesia, India, Germany, Netherlands, United Kingdom, United States
- Oil & Gas: Owner of ~85,000 net mineral acres in the Eagle Ford Shale in South Texas
- Solar: Majority owner of Redeux Energy; an industrial-scale solar and storage developer organically generating > 1,000 Megawatts per year of annual development pipeline
- Houston (East River): 150 acre – 9 million square ft urban mixed use development project
- Boston (Suffolk Downs): 160 acre – 16 million sq ft urban mixed use development project
- Southern California: 10+ Multifamily development projects, 1300+ units under construction
Given the permanent nature of our capital, we view the optimal hold period for a growing, profitable business to be forever
We believe a hold forever philosophy is in the best interest of our companies, as it allows management and ownership to ignore short term noise and focus on making investments which will strengthen a businessʼ competitive position 10+ years into the future
Our ambition for each portfolio company is that with a long-term oriented decision-making mindset and a shared penchant by management and ownership to take smart risks, we will be able to achieve exceptional rates of long-term sustainable growth
Although our ideal hold period is forever, we recognize that many great operators prefer to build and sell businesses, and we are excited to partner with these operators and entrepreneurs as well
Our principal goal is to be good partners with everyone that we do business with
We strive to keep it simple, be straightforward, and be the business partner of choice
We believe in letting a good CEO run their business with autonomy
If they want advice, we are happy to provide it
But in most circumstances, if you have a good business with a good management team, what we bring is an encouragement to think big, be ambitious, and be tolerant of taking smart risk
We bring a strong balance sheet with significant liquidity which allows companies to strike when they see opportunities which before our ownership they may never have considered pursuing
We encourage our companies to invest for the long term and not worry about the short-term impact that investments/smart experiments can have on earnings
Given that we are owned by a single individual, we are extremely nimble, with no boards or committees and the ability to make decisions quickly
We can be highly creative and take risks that are not down the centre of the fairway for most investment firms
We are patient, we wait for “the stars to align” and when they do we like to swing big
We get excited about deals with strong economics, great management teams, and reasonable valuations
- East River
Mixed-use development in Houston, USA
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Mixed-use development in Houston, USA
- ISG
Global construction specialist
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- Jones Engineering
Global engineering contractor
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- Leo Lynch
Engineering contractors
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- Hickory Farms
Food gift retailer
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- Suffolk Downs
Mixed-use development in Boston, USA
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Mixed-use development in Boston, USA
- Cathexis Ventures
Early stage venture capital
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Early stage venture capital
- ESS
Modular construction company
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- Yondr
Global developer, operator and service provider of data centers
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Global developer, operator and service provider of data centers
- KatalystDI
Modular, and prefab construction management platform
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Modular, and prefab construction management platform
- Sygna
Global commissioning and project management
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Global commissioning and project management