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Special Feature N°6 - Bridgepoint

Enterprise software, healthcare, financial services: Bridgepoint targets 5 main sectors

Published on
26/4/2024
Amended on
26/4/2024
0
minute(s)
Manager of Vintage Altaroc Odyssey 2022 and Vintage Altaroc Odyssey 2024, Bridgepoint invests mainly in 5 sectors.
By
Damien Hélène
Damien Hélène
This article has been automatically translated. Please excuse any inaccuracies or translation errors.

High-tech industries

The manager invests in technology-based companies with strong pricing power and solid growth prospects.

Target topics

- Automation: converge software and machines to achieve excellence in all industrial processes.

- Agricultural sciences: proposing differentiated solutions across the entire agricultural value chain that have a positive impact on the environment.

- Energy transition: encouraging decarbonization and sustainable development technologies.

Financial and business services

Target topics

- Financial services: wealth management, insurance and technology platforms to meet the needs of these sectors.

- Professional services: people-oriented specialist companies, and niche and technology-based service providers.

- Testing, inspection and certification: companies with high barriers to entry due to the technical knowledge required, and operating in resilient but fragmented end markets.

- Information services: companies that provide "reference" data in their sector, mostly by subscription.

Consumption

Bridgepoint supports sustainable businesses that are evolving in the areas of digital and technological transition, rapidly changing demographic trends and consumer preferences and behaviors.

Target topics

- Digital brands: brands that use technological change and digital channels and tools to better serve their customers, and companies that offer differentiated brand strategies to take advantage of the development of digital customer experiences in expanding end markets.

- Video games: companies with interesting fundamentals and balanced business models, whether in the developer and publisher segment, developer resources or premium products and equipment.

- Wellness: companies benefiting from the growing interest in wellness and changing consumer preferences, in particular for healthy food products, dietary supplements, sporting goods and beauty products in various segments.

Health

Bridgepoint invests in healthcare companies around the world with strong intellectual property portfolios, pricing power and long-term macro-economic growth drivers.

Target topics

- Outsourced services in pharmaceuticals and medtech: high value-added services that support innovative companies in the design, R&D and manufacture of new products. Take advantage of the structural trend towards outsourcing in large innovative companies and the third-party service needs of smaller biotechs.

- Pharmaceuticals: specialty products with little public-sector funding pressure. Mainly products that meet or are likely to meet global market expectations.

- Medtech products: innovative medtech products needed for diagnosis, or whose market can benefit from internationalization.

The technology sector

The management company is betting on the development of digital switchover and outsourcing, and supports companies specializing in enterprise software and technological services.

Target topics

- Enterprise software: vertical and horizontal software companies developing solutions for companies operating in expanding markets and benefiting from multiple growth levers.

- Specialized technology services: technology services companies that stand out for their technology, activity or end market.

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Special Feature N°6 - Bridgepoint
Europe
Technology and Software
B2B Services
Healthcare