Monterosa offers a range of products that invest in listed and private strategies in various countries and industry sectors. We are opportunistic investors and thus adjust investment strategies to local market conditions. We take long-term views with our investments and exploit short-term volatility with our listed strategies. Our investment funds have broad investment mandates, targeting control and non-control investments.
Our licensed investment funds give investors exposure to attractive, fast growing markets, some of which have high regulatory barriers as well as foreign exchange management restrictions to entry. Our local presence in key investment centres coupled with our extensive network of local partners create the necessary global footprint to source attractive investments. To date, we have invested across all major asset classes in about 30 countries.
Through our group’s regulated asset management companies in the relevant financial jurisdictions (Mauritius, Hong Kong and Principality of Liechtenstein), we manage approximately USD 4 billion in investment funds. We are an active investor and team up with external specialists if required.
We work hand-in-hand with the owners and management teams of investee companies in order to find the most reasonable solutions for their financing requirements. We are flexible in how we structure our investments. Our financing instruments range from debt to equity and include equity, mezzanine, junior and senior debt, and hybrid instruments. The key objective is to generate the highest risk-adjusted returns for our investors.