We focus our attention on sectors where we can match structural growth opportunities with our specific expertise and experience, in particular food wholesale, food and other consumer retail, logistics, media, and e-commerce.
The current market value of our portfolio exceeds €3bn.
PostNL
(29.9% voting rights)
PostNL is the incumbent postal operator in Netherlands with a 220-year history delivering mail and parcels to its customers with daily delivery of 8.1 million letters and 1.1 million parcels.
International Distribution Services
(23.2% voting rights)
Founded in 1516, International Distribution Services (formerly Royal Mail Group) is one of the oldest companies in the UK with two main business segments: 1) Royal Mail – a letter and parcel delivery business in the UK, and 2) GLS – a B2B and B2C parcel network in Europe.
Fnac Darty
(over 20% voting rights)
Fnac Darty is a retail business in France, Switzerland, Belgium, Luxembourg, and the Iberian Peninsula specializing in entertainment and leisure products, consumer electronics and domestic appliances. It operates almost 1,000 stores and has a strong online presence.
Foot Locker
(12.3% voting rights)
Foot Locker is an American sportswear and footwear retailer built around sneaker and youth culture. It operates more than 3,100 stores in 27 countries and has a large e-commerce footprint.
J Sainsbury’s
(10.1% voting rights)
Sainsbury’s is a UK-based retailer operating more than 1,400 supermarkets and convenience stores. It offers online food delivery and also owns Argos, a leading UK digital retailer.
Casino
(10% voting rights)
Through its more than 11,000 stores, Casino Guichard-Perrachon is a leading retail group with presence in France, where is has a c. 8% market share, and Latin America, through its participation in the listed Brazil-based GPA Group.
Aareal Group
(6.45% voting rights)
Aareal Bank is one of the leading international specialist property banks and owns 70% of software subsidiary, Aareaon, a premier provider of ERP software and digital solutions for the European property industry.
TF1 Group
(over 5% voting rights)
TF1 Group is the leading private French free-to-air TV network with an audience share close to 30%. TF1 is also a major player in French content production and an operator of several strong digital assets.