Business Breakdowns
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Aug 28, 2024
Luke Bridgeman, a partner and portfolio manager at Hosking Partners, shares insights on 3i Group, an investment company with a unique tale that dates back to pre-World War II England. He dives into how 3i's investment strategy centers around significant stakes, particularly in the Dutch retailer Action, which represents over 50% of its net asset value. Bridgeman discusses the company's evolution post-2008 financial crisis and highlights lessons in long-term investment success through innovative strategies and strong governance, positioning 3i as a resilient player in the investment landscape.
38:43
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Quick takeaways
- 3i Group’s investment strategy emphasizes internal capital and patient investing, steering clear of traditional fundraising pressures.
- The significant stake in Action, which has expanded from 700 million euros to 11 billion euros, highlights 3i's successful growth investments.
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