BEP strategically identifies verticals business where BEP can trigger substantial value creation with clear liquidity events in mind.
Key investment thesis:
– Rapidly growing middle class increases consumption
– Positive demographic dividend
– New south-to-south trade patterns
– Greater urbanization
– Portfolio and consumption diversification
| Vertical | Investment Thesis | Holdings |
|---|---|---|
| Family Entertainment | Demographics, lack of entertainment options, strong history of cinema culture that peaked 30 years ago. | Cinepax Ltd. www.cinepax.com |
| Content Distribution | Global trends driving legalization of content and pushing advertisers towards seek legalized content. | Footprint (Pvt.) Ltd. www.footprintpk.com |
| Emerging Technologies | Internet penetration rates and technology redefining the way business is conducted and empowering decisions by cost conscious customers in frontier markets. | Digital Frontier Capital www.digitalfrontiercapital.com |
| Real Estate Development | Professional real estate development company with proven track record and existing premiere land bank signed. | Vital Star Developers (Pvt.) Ltd. |
| Construction | Higher margin business opportunities driven by engineering strength and track record. Over USD300m projects in hand. | Integrators (Pvt.) Ltd. |
| Logistics | Holds exclusive 22 year concessions for the right to run freight trains on a track access basis. | Fastrak Silverlink (Pvt.) Ltd. |
| Engineering Services | Established in 1961 with over 300 professionals and over USD 20 billion of projects completed regionally. | Republic Engineering Corp. www.rec.com.pk |
| Financial Services | Investment management and advisory firm taking direct equity positions and advisory mandates regionally. | RHT Partners www.rhtpartners.com |