Investments

Floreat investments cover public equities, private equity, real estate and private debt.

OUR APPROACH

A ‘Seed and Lead’ Approach

We identify opportunities and invest our capital based on medium to long term objectives. Through co-investments, we take a 'seed and lead'-type approach, investing our own capital first.

Public Equities

Floreat’s team have 30 years of experience investing in publicly quoted equities. We strive to beat inflation through adopting a long term approach. Our public equity investments target companies with leading positions in their respective markets, proven management, and long term high returns on capital.

Our particular emphasis is to focus investments in companies with certain characteristics on a very long term basis. This could best be described as “business perspective investing” because we behave in a responsible manner towards the companies in which we have invested. We are not deflected by market volatility and seek to minimise portfolio turnover and costs.

Floreat’s public equities investment are managed by Floreat Wealth Management.

Private Equity

Floreat’s private equity focus is investing in fast-growing companies headquartered in the UK and Western Europe.  Drawing upon our entrepreneurial roots we enjoy working alongside ambitious management teams to support growth companies over the longer term.  We help improve operations, assist with international expansion and accelerate growth by financing strategic acquisitions.

 

We seek companies generating £2m to £10m of EBITDA and invest £10m to £100m per transaction.  We have the flexibility to take minority or majority stakes and adopt a conservative approach to leverage.  Our team benefits from diverse backgrounds across consultancy, mid-market investment banking and CEO experience combined with seasoned operations and transaction experience.  We also invest in alternative assets such as art and collectibles and actively seek co-investment opportunities.

 

Floreat’s private equity and alternative asset investments are managed by Floreat Principal Investing.

Real Estate

Floreat's real estate activities began with a global mandate in the year 2000. We invest directly and indirectly in real estate, targeting income producing and opportunistic assets, mainly in the UK and Germany.

We invest in both residential and commercial properties, spanning logistics, industrial and leisure, amongst others. We actively consider development opportunities with well-established partners who have a proven track record. The group will consider other international opportunities on a case by case basis.

Floreat’s real estate investments are managed by Floreat Real Estate.

Private Debt

Floreat offer fixed income investments largely in the asset based lending space, focusing on G20 countries in the transportation, infrastructure and real estate sectors.

The team draws on more than 30 years of banking experience in structuring and trading, offering fixed income products using a variety of wrappers including notes, certificates and funds. We actively consider co-investment opportunities in this sector.

Floreat’s fixed income investments are managed by Floreat Capital Markets.

Learn More

If you would like to learn more about our investments, please contact us.

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