LISTED EQUITIES
At Crescent, we apply private equity discipline to investment in public markets by leveraging the active engagement model, deep industry expertise and fundamental research process honed within our private equity practice over 26 years.
Our advantage and differentiation lies in the fact we are deeply connected and collaborative across the whole of the Crescent Capital Partners’ eco-system. We can maximise the insights of the network of portfolio companies, their operating partners and executives.
WE ARE…
Active
We see our holdings as fractional ownership in a business rather than simply a stock ticker. Building on the heritage of the Crescent PE franchise, we have a high engagement model post investment to drive performance and enhance value for investors
Focussed
At the core of our investment philosophy is a concentrated portfolio approach, allowing us to dedicate our resources and expertise to a select number of high-potential opportunities with a domain specific edge derived from the 25 years of intellectual capital we can leverage from Crescent.
Fundamental
We are anchored by a commitment to the deep fundamental research process that originated in the Private Equity practice. This refined approach allows us to gain unparalleled insights into industry dynamics, the customer value proposition and a company’s competitive advantage – overlaid with a laser focus on cash conversion and return on invested capital.
SECTOR EXPERTISE
Healthcare Services
Healthcare is Crescent’s largest sector by investment with around half our private equity funds invested in this sector. Our team have over 35 years of experience working in and across the full spectrum of healthcare and allied health businesses.
Diagnostics and Imaging
Over the past 20 years, Crescent’s reputation as an investor in the Australian diagnostic and imaging field is unrivalled. Our partners have experience in managing, operating and investing in this sector through financial cycles and changes in regulation.
Specialty Clinic and Medical Services
At the core of everything we do in healthcare is the belief that a focus on quality and clinical outcomes for patients is paramount. If this is at the core of decision-making then commercial outcomes will follow
Industrials
Crescent is one of the most active Private Equity investor in industrial companies in Australia and New Zealand having invested in 15 industrial businesses in the last 7 funds ranging from building products and manufacturing across industries.
Industrial Technology
Crescent’s investments into companies focussed on innovation and specific technological advancements have helped innovate Australian businesses compete on a global stage.
Financial Services
Crescent has achieved long-term success investing in financial and insurance service businesses; a sector where the firm has invested since it was first established. Value is created through organic growth, acquisitions and geographic expansion.
Business Services
Our investments across education and the business services sector have lead to significant positive change for the people who work within them, and the for the environments they support. The value created is deep and sustainable.
Social Infrastructure
Crescent invests in social infrastructure where our methodology, values and operational expertise is aligned with the goals and aspirations of the founders and business management.
Logistics
Crescent’s increasing interest in logistics operation and management flows from having deep understanding and involvement in the broader Australian and New Zealand industrial sector.
Consumer Products
Crescent has deep experience across numerous subsectors of the broad consumer landscape including consumer health, skincare, Consumer Packaged Goods and pet health and products.
WE ACT WITH…
Insight
We have a unique repository of insights leveraging the 25 years of intellectual capital within Crescent. By focusing on situations where we have a domain specific informational edge, we uncover overlooked and mispriced opportunities.
Process
We are anchored by a commitment to the deep fundamental research process that originated in the Private Equity practice. This exhaustive approach allows us to gain unparalleled insights into industry dynamics, the customer value proposition and the underlying strength of a company’s moat.
Conviction
At the core of our investment philosophy is a concentrated portfolio approach, allowing us to dedicate our resources and expertise to a select number of high-potential opportunities. Mirroring the approach within Private Equity, we believe that true value creation takes time, which is why we maintain a long-term focus, typically spanning 3-5 years, to fully realise the potential of our investments.