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

VerticalInvestment ThesisHoldings
Family Entertainment
Demographics, lack of entertainment options, strong history of cinema culture that peaked 30 years ago.
Cinepax Ltd.
Content Distribution
Global trends driving legalization of content and pushing advertisers towards seek legalized content.
Footprint (Pvt.) Ltd.
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
Real Estate Development
Professional real estate development company with proven track record and existing premiere land bank signed.
Vital Star Developers (Pvt.) Ltd.
Higher margin business opportunities driven by engineering strength and track record. Over USD300m projects in hand.
Integrators (Pvt.) Ltd.
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.
Financial Services
Investment management and advisory firm taking direct equity positions and advisory mandates regionally.
RHT Partners