Triton Partners focuses on investing in businesses that provide mission critical goods and services in its three core sectors of Business Services, Industrial Tech, and Healthcare. The firm has built a highly regarded European investment platform over almost three decades, combining deep sector knowledge with an integrated approach across private equity and private credit.
Investment strategy:
Triton Debt Opportunities (TDO) combines an opportunistic European credit strategy with private-equity-style underwriting, seeking to identify discounted first-lien senior secured debt in fundamentally sound European mid-market businesses facing temporary headwinds, overleverage or refinancing needs. Leveraging Triton’s sector expertise, operating resources and long-standing relationships, the strategy targets current income and pull-to-par capital appreciation over relatively short holding periods.
Register Your Interest
Triton website
David Keir from Dundas Global Investors appears on Equity Mates on ausbiz. David brings insight to the discussion into how Dundas finds and values companies, along with some sectors on the watchlist. Learn more by following the link below to watch the full AusBiz interview. Click Here
If you’re looking for strong dividend growth then healthcare is a sector to find opportunity according to David Keir, Investment Analyst at Dundas Global Investors. He says over the past five years the dividend growth number for MSCI ACWI (the largest 3000 companies in the world) has been 2.6%, whereas the ACWI Healthcare sector has […]
Gavin Harvie and Neil Sutherland, partners at Dundas Global Investors comment, as dividends are typically the focus of income investors, growth investors are overlooking the “unsung hero” of long-term returns. Thus, arguing that the sustainability of dividends is the best way to determine the long-term growth prospect’s of a portfolio. Learn more by following the […]
Dividend growth is the unsung hero of long term equity returns according to David Keir, Investment Analyst at Dundas Global Investors. Keir discusses the four components of accumulating pension returns; capital, dividend, compounding and contributions. Upon retirement, two of the most important components -compounding and contributions – are switched off. According to his strategy this […]
In an Interview with David Chaplin from Investment News in NZ, Karyn West talks style-agnostic strategy. Learn more by following the link to the full article below. Click Here
With interest rates at all-time lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only target companies that are financially sound and capable of growin their dividends over time. Learn more by following the link to the full article below. Click Here
Read Stephen Bennie’s comments on the investment case for a2 milk via the lens of a value investor. Stephen references Dundas Global Investors and their thoughts on the relationship between growth and value investors. Click Here
Karyn West “always invests in every single thing [she] recommends to a client”. Learn more about how Karyn built a career out of fearlessly backing herself. Click Here
The Apostle Dundas Global Equity Fund shortlisted for an Investment Leadership award in the International Equities – Active Core category. Click Here
Independent Investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund. Click the link below to learn more about the Dundas Global Equity Fund. Click Here
