Through Templewater’s close relationships with entrepreneurs, family offices, and partners, Templewater has access to high-quality proprietary deals with secular growth drivers in attractive industries and strong downside protection.
Taking advantage of its extensive expert network and connections, Templewater assesses each deal on its own merits and aims to target companies where Templewater’s expertise and network can add value over and above the initial capital Templewater provides
Templewater values the importance of local awareness, local business relationships, and local presence as these are vital in securing a competitive edge in private markets. Templewater’s local involvement allows access to local deal flow, being a preferred partner for management teams, and ultimately securing deals. This approach results in forming close, long-term relationships between Templewater, private owners, and companies.
Templewater uses an integrated approach of tools and best practices across its business segments to support value creation and performance in Templewater’s portfolio companies. This framework includes value creation levers and tools, such as revenue enhancements, management optimization and incentivisation, pricing, cost improvements, and more transformational levers such as strategic realignment and add-on acquisitions
Templewater works with investment professionals and experts who have a deep relationship with the company to implement the framework and take active ownership to the next level.
Shortly after the acquisition, portfolio companies develop full potential plans to execute on set targets. The portfolio companies are continuously evaluated against their set plans
Templewater’s governance model is designed to promote accountability, perform fast decision-making, choose best practices, and empower portfolio companies’ CEOs, while also allowing informal and creative free-thinking.
The model is built upon clear roles and responsibilities for the management of the portfolio company, its board, and Templewater. It is underpinned by a forum (usually the Company board / IC board / Advisory Council) that enables smooth communication, transparency, and efficient governance
The forum consists of a responsible advisory partner at Templewater, an expert from the Templewater Network which also sits at the board, the portfolio company’s CEO, and investment professionals seconded by Templewater to the portfolio company. Working closely together, the forum is a sparring partner to the CEO and keeps Templewater well-informed of the performance in the portfolio company. This informal forum also creates good relationships among the involved parties and helps to drive value creation in an aligned and effective way
Through participation programs, the board and select management team members are invited to invest in the portfolio company, creating a joint agenda and common goals
Since its foundation, Templewater has built a global network of advisors with a variety of backgrounds, including entrepreneurs and current or former executives of major international corporations. Many of these relationships have evolved from Templewater’s connection to the Investec sphere and its global network that spans across industries and sectors. The Templewater Network is continuously renewed and expanded, and Templewater believes that it provides the Group with a competitive advantage across business segments. The advisors in the Templewater Network add operational and strategic expertise as well as experience to the portfolio companies. The advisors are engaged in the entire investment process from providing strategic advice on initial deal sourcing and assessment of potential investments to joining the boards of portfolio companies.
Templewater aims to promote a mindset and culture that delivers a positive long-term impact. It does this by focusing on what matters - linking to value creation, leveraging the expertise of Templewater’s Investment Advisory Team and the Templewater Network, and assessing sustainability during investment sourcing and due diligence.
Templewater is a signatory of the Principles for Responsible Investment (PRI) and aims to contribute to developing a more sustainable global financial system.
Templewater strives to build great and sustainable businesses, which is why Templewater applies responsible investment and ownership principles and practices throughout the investment cycle. An essential part of Templewater’s value creation, exercised through the governance model, is the appointment of the board of directors of the portfolio companies and the secondment of investment professionals to the portfolio companies. This allows Templewater to accelerate portfolio companies’ positive societal impact, sustainability performance, and disclosure practices by setting clear expectations and providing strategic guidance.
Templewater believes that incorporating environmental, social and governance (ESG) factors into its investment processes and operating philosophy is not only an essential part of the fiduciary duties but also key to building long-term business success for Templewater and our funds’ portfolio companies.
As part of our fiduciary responsibility, Templewater applies targeted exclusion policy across its portfolios. We do not invest in companies or any entity related to the following areas and in certain regions and countries on sanctions lists.
Production of or trade in controversial weapons and munitions
Production of or trade in tobacco
Production of or trade in illegal drugs
Production, supply and coal mining activities
Pornography
Prostitution services
Companies, which business activities expose to forced labour and/or child labour, modern slavery or human trafficking according to International Labour Organisation (ILO) core labour standards and the UK Modern Slavery Act 2015
Other Investments may be added to the exclusion list from time to time. The internationally accepted principles and business practices will also be considered when determining the matter of what to exclude.