– STRATEGIES –
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The investment strategies and activities devised by Adam Said and offered by LUXEM allows them the capability to invest in companies at every stage of their investment cycle.
Angel
Through its Angel strategy vehicles, LUXEM invests in technology-enabled companies operating in the consumer goods, services and technology-related sectors. We seek companies with founders of exceptional profile, aggressively disrupting large and untapped market opportunities. Active investment geographies include the US, EU and the Middle East.
Growth
Within the growth stage of private companies, LUXEM focuses on sourcing direct opportunities in the consumer goods, services, technology, financial (excluding real estate) and basic materials sectors. We work directly with founders and management teams to structure expansion capital financing rounds, often times actively enlisting other value added co-investors to participate alongside our capital.
Buyout
Within the Buyout segment of private equity, LUXEM chooses to participate in opportunities led by reputable institutional sponsors. The team sources and evaluates opportunities across the broad spectrum of economic sectors and geographies. The company seeks to invest only with the leading buyout firms (in respect to historical financial performance) as well those sponsors that have demonstrated sector and market specialization.
Secondary
Through its Secondary Investment vehicles, LUXEM sources and acquires limited partnership interests in private equity funds from motivated sellers through niche channels of the broad secondary market. The company’s focus remains on acquiring interests in top quartile funds which are mostly funded and are trading at attractive discounts.
Special Situations
Special Situations are best defined as opportunistic transactions that do not qualify into LUXEM’s existing private equity strategies’ mandate. LUXEM may get access to such unique opportunities through its vast network of partners or actively seek exposure to such situations based on a specific request from investors. Recent examples include a pre-IPO opportunity and a the co-management of a frontier market fund.
– INVESTMENT THEMES –
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LUXEM has employed a thematic approach for its investment strategy. Within defined sectors, the firm’s board of directors identifies specific and measurable trends to actively guide the firm’s sourcing and investment activities.
BASIC RESOURCES
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Energy production globally will rise due to new technologies, increased service efficiency, political will and access to derivative plays. Farmers will become increasingly stronger players in the global farming value chain. US oil production will continue to surge and natural gas prices will remain relatively low for a prolonged period, creating advantages for US based industrial players using natural gas as an input.
TECHNOLOGY
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Technology-driven innovation will proliferate globally through entrepreneurial strive, increasing the efficiency of the global economy. Traditional business models, particularly costly closed-network service models, will continue to be disrupted by cheaper and better quality web-based software and services.
CONSUMER GOODS & SERVICES
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The emerging market’s “middle class” consumption will dramatically grow as a share of the overall economy, producing opportunities within targeted industries that will outpace the growth rate of the broader economy. Developed markets will see consumer growth opportunities in niche markets and emerging trends such as organics, super foods, environmental sustainability and energy efficiency.
FINANCIAL
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Illiquid and opaque financial assets are trading at deep discounts due to market imbalances and financial regulation on the rise. Large cap companies will enjoy abnormally cheap debt financing while small cap companies will have difficulty finding affordable debt financing (if any) for a protracted period of time. The real estate market in the US will continue to make a strong recovery and support related industries.