Private equity investments

We are a direct investment fund that shares the principles of family-owned businesses

We seek to bring our family-owned industrial business perspective to the companies we invest in by being actively involved in the corporate governance, while remaining fully aligned with the rest of stakeholders, sharing both risks and rewards.

We target small industrial companies (EBITDA from EUR 0.5m to EUR 8.0m) and build either minority or majority stakes, with the purpose of playing an active and collaborative role on the Board. We focus on niche leader companies, excellent management teams and competitive advantages that can be scaled up in order to support them in their growth strategy.

The fundamental pillars of our strategy are the following:

Internationalization and exports

We seek to be the platform for local niche leaders to grow internationally so that organic growth is achieved, client portfolio is diversified and country risk and regional economic trends are mitigated.

Strategic M&A

We identify and execute the synergic inorganic growth opportunities that allow our investees to accelerate its growth, bringing in new capacities and reinforcing their value proposal.

Full alignment with stakeholders

Our interests are aligned with that of the rest of shareholders, management teams and any other interested party with the purpose of maximising everyone’s efforts towards the achievement of common goals.

Private equity investments

Our portfolio

Founded in 1967, Velatia is a global leader group in the capital goods sector for the transmission and distribution of electric power. Today, Velatia generates more than €575m in revenue annually and employs over 3,000 people worldwide.

MEK is a strategic tier 2 auto parts supplier. Its facilities in Spain, Germany, China and USA, make MEK a global leader in the high accuracy transfer machining system niche.

Naiz.fit aims to solve a USD 75bn problem: e-commerce clothing and footwear returns. By using its own AI and algorithms, Naiz.fit is able to recommend the exact size of the user in less than 30 seconds and more accurately than any traditional tailor.

Liquid investments

We continuously analyse the world around us

We are part of a global ecosystem where economics and finance not only play a relevant role for our portfolio, but also for our industrial and technological projects which we support by means of interpreting global and local megatrends for our future.

Our investment strategy is focused on the construction of a long-term oriented and direct investment portfolio with an absolute return approach supported by active risk management. Furthermore, we are involved in the debt funding of our private investees and the development of economic insight.

Our portfolio aims to achieve sustainable returns over the long term with an acceptable level of risk through global direct investments.

Our investment philosophy:

Active management

We are 100% independent which provides us with the flexibility to adapt our market strategy quickly, taking advantage of opportunities that may come up.

Stock picking

We look for opportunities through direct investment in equities and constructing a focused portfolio with sufficient diversification by sector and geography.

Top-down bottom-up combination

We integrate a top-down with bottom-up analysis, identifying opportunities where attractive businesses at reasonable prices can be supported by macro factors and megatrends, thereby ensuring a holistic approach to our investments.

Long-term vision

Thanks to a process of rigorous analysis, only when we are thoroughly convinced of an opportunity do we invest, which then translates into long-term investment horizons.

Risk-adjusted management

Our expertise in derivatives enables us to apply an effective management of the risks we assume in our portfolio. Additionally, we use derivatives to increase the return of the portfolio and to buy securities at lower levels.

Liquid investments

We continuously analyse the world around us

We are part of a global ecosystem where economics and finance not only play a relevant role for our portfolio, but also for our industrial and technological projects which we support by means of interpreting global and local megatrends for our future.

Our investment strategy is focused on the construction of a long-term oriented and direct investment portfolio with an absolute return approach supported by active risk management. Furthermore, we are involved in the debt funding of our private investees and the development of economic insight.

Our portfolio aims to achieve sustainable returns over the long term with an acceptable level of risk through global direct investments.

Our investment philosophy:

Active management

We are 100% independent which provides us with the flexibility to adapt our market strategy quickly, taking advantage of opportunities that may come up.

Stock picking

We look for opportunities through direct investment in equities and constructing a focused portfolio with sufficient diversification by sector and geography.

Top-down bottom-up combination

We integrate a top-down with bottom-up analysis, identifying opportunities where attractive businesses at reasonable prices can be supported by macro factors and megatrends, thereby ensuring a holistic approach to our investments.

Long-term vision

Thanks to a process of rigorous analysis, only when we are thoroughly convinced of an opportunity do we invest, which then translates into long-term investment horizons.

Risk-adjusted management

Our expertise in derivatives enables us to apply an effective management of the risks we assume in our portfolio. Additionally, we use derivatives to increase the return of the portfolio and to buy securities at lower levels.

At Whitehole, we pursue value generation by bringing together people and resources in order to realise a positive impact on society over the long term.

In order to obtain our sustainability report, please contact us via email.

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