SURSUM SECURITIES’s overarching objective is to create value in its portfolio investments by building strong, sustainable businesses that maintain the highest standards of corporate governance. Sursum does this by identifying outstanding investment opportunities and partnering with high quality management teams to realise a company’s growth potential over the medium to long term. In doing so we aim to drive value creation for all stakeholders – from our investors and management teams, to the employees, customers and suppliers of our investee companies as well as the communities in which they operate.
SURSUM SECURITIES has seen that when management holds a meaningful equity investment in a company they tend to act more like long term owners than short term managers and are incentivised to make decisions that enhance the company’s value into the long term and support of the environment. In support of this philosophy and depending on our role, we are willing to have a vested and investment interest in the business.
SURSUM SECURITIES has a team of experienced investment professionals and generally dedicates two or three members of the team to work on any given investment opportunity. These same professionals will work closely with the investee company, from our initial due diligence investigations and during SURSUM SECURITIES’s ownership period right through to our eventual exit. This ensures a high level of consistency in our communication with, and governance of, investee companies and the consolidation of deep relationships between management and SURSUM SECURITIES. In the majority of the exited investments, and where they have been able to participate, management have both remained with the company and have retained a substantial portion of their equity stake. At the time when an investee company has achieved the objectives established at the time of SURSUM SECURITIES’ original investment, members of the SURSUM SECURITIES investment team liaise with management to determine the most appropriate mechanism for SURSUM SECURITIES to exit its investment. There is a range of alternative exit mechanisms available, including an initial public offering, sale to a trade buyer or sale to another financial buyer, with the preferred method being decided after detailed consideration of the nature of the company and its market, managements’ preference as to future ownership and valuation metrics.
Given SURSUM SECURITIES’s focus on building strong, high quality businesses, we always maintain an interest in the performance of investee companies and their management following our exit and have found that the high standards of corporate discipline instilled under SURSUM SECURITIES ownership have continued to yield benefits for long into the future.
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