Excelsior seeks significant minority or controlling stakes in investee companies, targeting Fund equity investments of between US$15 and US$50 million. Efforts are focused in the small and mid-cap segment of the market where Excelsior can contribute strategic, operational and financial value to the investee businesses.
Excelsior's portfolio consists of negotiated transactions to acquire equity and equity-linked securities in private and publicly listed companies. "Partnership" with management teams and other shareholders is an important cornerstone of the investment strategy, with a focus on structured capital to solve deal issues and manage investment risk. Through creative structuring on a deal-by-deal basis, Excelsior has leveraged minority stakes, provided early return of capital to its investors and improved the risk profile of its overall portfolio of investments.
Excelsior's investment mandate targets emerging and integrated investment themes in China (including Hong Kong), Taiwan and Korea. Although flexible with respect to industry, the firm has unique capability in selected sectors, including media, consumer products and manufacturing. Excelsior has demonstrated investment success consistently across its core markets and all three Excelsior-managed funds have been recognized as among Asia’s top performing funds in their respective vintages.