Orchestrating Ecosystems
Our Focus
Telecom Operators
Connectivity that moves beyond coverage.
Media Players
Content built for an everywhere, always-on world.
Technology Companies
The engines driving global transformation.
Towers
Evolving from passive assets to integrated service hubs.
Fiber
The network enabling exponential demand.
Data Centers
Environments powering data growth.
Tech, Media & Telecom ServicesDigital Infrastructure
Our Portfolio
View allTelecom CompaniesAI Companies
Our Investment
Principles
Get in touch01Significant Market Share
- Large enough market share to achieve economies of scale
- Ideally no more than a three-player market
02Favorable Regulatory Environment
- Fair regulatory fees
- Abundance of spectrum allocation
03Opportunities for Consolidation
- Ability to consolidate two or more businesses: core mobile, towers, fiber or data centers
04Opportunities for Asset Delayering
- ROIC and valuation improvements on the back of asset carve-outs
- Multiple re-rate with shareholder value uplift
05Investments in Adjacent Digital & Tech Segments
- Ability to monetize a large B2C base by upselling digital services
- Focus on growing segments for B2B, including cloud and IoT
