As we publish our latest Investment Review, it’s apparent both how much has changed within Souter Investments over the past three years as well as the areas that remain constant through our activities.
In the review, Sir Brian Souter writes about the value of three key partnerships in his life and career, as well as the harmony found in balancing his appetite for risk with our team’s thorough approach to scoping out opportunities.
We reflect on our deal and portfolio activity since 2022, the growing strength within our own team and the value derived from our backing of high-quality independent sponsors and management teams.
We also look at the performance of our portfolio and a number of case studies that illustrate our approach.
We owe a lot to the values that have guided us through these everchanging circumstances. The flexibility in our approach and perspective, our independence in thought and from external frameworks, and the rigour we apply to our processes – all of this allows us to adapt quickly whilst meeting high standards.
You can read about this and more in the latest Investment Review here. We hope you find it useful and interesting and would welcome any feedback you may have.
