Our Insight

As retailing continues to rapidly evolve, a number of trends drive our investment strategies

We believe that the level of online connectivity will only increase. Retailers’ customer offerings will have to adapt to take advantage of this connectivity. Physical stores, e-commerce, hub-and-spoke supply chains and data will come together in various combinations to help satisfy customer needs.


The transparency of the internet makes shoppers smarter. Therefore, value for money will feature predominantly in sustainable retail concepts. The intelligent value space, directed at the needs of the middle class, is where we want to help build large companies with leading positions in their markets.


Using data to help retailers satisfy customer needs and manage supply chains and store operations is invaluable in creating a sustainable competitive advantage.


Today’s busy lifestyles favour retail concepts that feature geographic proximity and convenience. Health and wellness are also increasingly on consumers’ minds.