Holdings
A quiet portfolio of enduring businesses.
The businesses below are representative of how we partner. Some are named with their permission; others are described in outline only, in keeping with our commitment to discretion.
Named holdings and references are shared confidentially with founders and advisors on request.
Representative Holdings
Six businesses, two funds, one philosophy.
Confidential - Health & Beauty Brand
Health, Beauty & Personal Care · United States
Direct-to-consumer health and beauty brand with strong category loyalty. Partial founder liquidity with continued involvement in product and brand.
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Confidential - Personal Care Brand
Beauty & Wellness · Australia
Founder-led brand with strong direct-to-consumer following. Growth capital and operational support for measured offshore expansion.
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Confidential - Specialist Retail Group
Specialist Retail · New Zealand
Multi-site specialist retailer with category leadership. Succession partnership with a long-tenured leadership team.
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Confidential - Healthcare-adjacent Services
Healthcare-adjacent · Southeast USA
Trusted services business supporting an essential category. Capital to consolidate a fragmented regional market.
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Confidential - Premium Spirits Company
Alcohol & Spirits · Asia Pacific
Established spirits producer with a defensible regional position. Succession partnership preserving the brand and operating team.
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Confidential - Beverage Company
Consumer Beverages · United States
Founder-led beverage brand with loyal customer base and strong category fundamentals. Growth capital to support measured national distribution.
Read the case study →Holdings shown for illustrative purposes. Investment details, structure, and ongoing partnerships are not disclosed publicly. References are available privately to serious counterparties.