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DIVISIONS

 

Our international portfolio management structure houses dedicated teams to allocate assets and provide oversight in the following areas:


Industry


Our industry portfolio has comprised operations in over 40 countries with manufacturing plants on all continents.
These businesses included large injection molding, waste hauling, recycling, trading, consulting, environmental engineering, and the world’s largest waste logistics equipment company.
 
Private Equity


We draw on 4 decades of international investing experience from the Otto Group's industrial activities, which grew greenfield businesses and actively expanded through M&A.
Reasons for our investments are for example changes amongst shareholders, succession, MBO/MBI, growth funding.
We engage in small and medium size enterprises, expect them to be competetive in their markets and to have a solid earnings track record as well as substantial growth potential.

Portfolio companies have included manufacturers of Taiwanese Chips, Israeli audio/video software, Swiss milling and turning inserts, an American piping systems provider, a German metal punch parts manufacturer for automotive security belt systems, a German high pressure cleaners and cleaning systems manufacturer, and a German company specialized in post- press finishing machines like die cutters and folder-gluers for the graphic industry.
 
 
Public Equity


We invest in a selected number of listed companies as part of a long-term portfolio allocation pursuing value growth through higher share prices and/or attractive dividends.

Venture Capital


Our investment approach is global and although unrestricted we prefer to invest at an early stage with the intention to participate in later financing rounds.
We look for partnerships with business savy entrepreneurs/founders and their teams and are interested in supporting cutting-edge expertise, innovative, and impactful businesses in large markets with high growth potential.

In addition to providing funding preferably from the seed stage onwards, we offer support to our portfolio companies in their operational and strategic decisions.
With a vast track record in diversification, roll-ups, and successful exits in the Otto Group, we are very familiar with all aspects of developing management teams and organizations.
Our objective is to hold always about 20+ companies in our venture capital portfolio.

 
Real Estate


Our portfolio comprises primarily commercial and industrial real estate in Europe, North and South America.


Asset Management


Since 2000, we have established our own tailor-made asset allocation and advisory services for diversified portfolios with absolute returns. Our perspective is unrestricted in terms of geography and asset classes.


 

Family Office


Compagnie Financière Otto acts as an interface for stakeholders like management, shareholders, and advisors. Family office functions include portfolio strategy, planning and allocation, controlling, reporting, corporate governance, treasury/legal/tax counsel, corporate/shareholder advice.

 

 

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