JRE Partners Value Investor
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JRE Partners Value Investor

Detail from Brazilian Bond of 1908, issued by Rothschild (The Rothschild Archive).

  • Our approach

    Long-term and value-added

    • Our unique parentage gives us global reach, expertise in several niche markets and distinctive insights into many Asian investment markets.  This means we can find and create investment opportunities that are not open to others and also helps us to add value to the businesses we invest in.

    • We are not bound by the fund-life limits that often constrict third-party private equity funds. This means we can take a genuinely long-term view on investments – a particular advantage in Asia. The long history of our three principals as family-backed, professionally managed institutions underscores JRE’s positioning as a long-term business builder.


    Family business orientation and complementary strengths of our parents

    • Our parentage gives us a unique ability to appreciate the aspirations and challenges of entrepreneur-driven and family-owned businesses. This sets us apart from third-party private equity funds and financial institutions.

    • In addition, our three parents bring together some powerful and complementary strengths – a long history of Asian business experience (Jardine Matheson Group), worldwide industrial expertise (Exor), and the global network of one of Europe’s oldest banking institutions (Rothschild).


    Discipline and patience

    • We apply a rigorous investment approach based on extensive due diligence. We draw upon our market knowledge, access to industry leaders, management teams and transaction experience.

    • As a manager of proprietary capital, with capital preservation as a core objective, we have the ability to be patient in the face of swings in market sentiment and we do not allow cyclical ups and downs to dilute our investment discipline.


    Investing with partners

    • We actively seek to co-invest with partners – other private equity funds, corporations, entrepreneurs and management teams. This enables us to achieve synergies by combining our expertise and networks.


    Solving problems for businesses

    • We recognise that there is plenty of capital available for good businesses in Asia, so we strive to remain relevant by offering flexibility in terms of our investment structures. We are willing to work within complex situations, helping to solve specific business problems for entrepreneurs and corporations.

 

© 2011 Rothschild