We are active investors, adding value through strategy, people, networks, genuine partnership and capital solutions.

We are comfortable with majority or minority shareholding positions and like to give our investee companies the freedom they need to operate effectively.

The investment returns we generate are derived primarily through growth, not leverage. We selectively use debt where appropriate and seek to ensure the capital structure is appropriate for the stage and growth profile of the business.

Our focus is on key target sectors where we seek strong opportunities overlooked by others. Four key sector themes that we focus on are:

  • Health

  • Technology

  • Food and Beverage

  • Infrastructure Services (Energy Transition)

Partnership opportunities

We’ve invested $7 million to upwards of $50 million into profitable businesses with track records of growth and demonstrated competitive advantages in their market.

Equity shares range from 40% up to 90%. We partner with businesses based in Australia and New Zealand and generally those between $10m and $150m in Enterprise Value which seek $10m to $50m of capital.

We are always interested to hear from businesses and often seek opportunities to partner with companies and individuals who have well-developed strategies and a sustainable outlook on growth.

our investment
approach

A proven approach honed over a decade of working together and implemented by a diligent, experienced and highly skilled team.

Origination: We have dedicated sector teams looking for businesses that:

  • exist in markets with secular growth or structural tailwinds

  • demonstrate competitive advantage through above market growth, margins, quality of service or product

  • have a strong team that are aligned, share our values and can execute on a growth plan

Portfolio Management: We’re active investors who add value through focussed strategy, sourcing great talent and genuine partnership and support on growth initiatives. We focus on protecting capital as well as growth.

Exit: Deliberate, systematic and planned exit strategies for all portfolio companies that are assessed quarterly.

Investors’ best interests come first - always

  • At Fortitude we have a strong sense of purpose to act in the best interests of our investors

  • We are biased towards taking action

  • We are committed to accountability and performance

  • We are hardworking and persistent, even in the face of adversity.