The investment strategy is to invest in 8 to 10 ‘diamond’ assets in the upper mid-market space. The fund seeks to make significant minority investments and pursue operational and Environment, Social and Governance (“ESG”) improvements in its investee companies through board representation. Investment holding periods are expected to be 3 to 5 years and portfolio turnover is to be minimized. 

The fund will make investments in equity and equity linked securities and has already identified the target constituents of its planned portfolio. Furthermore a total of 30 securities are tracked by the investment manager on a “watch as if you own” basis. Target company values are in the EUR 100 million to 500 million range and fall within the following investment themes: 
- Financial services
- Food and beverage
- Retail
- Healthcare
- Education
- Real estate/ infrastructure services 

Investment criteria demands superior management, high return on capital, attractive sector fundamentals, entry valuation at discount to intrinsic value and clear exit options.