Investing for the long term.
Our investment decisions begin with an assessment of fundamental value, downside risk and the durability of prospective returns.
Our approach
We favour investments that we can understand, businesses with sound underlying economics and opportunities where patient capital can participate in sustainable long-term value creation.
We recognise that attractive opportunities can arise in different forms and at different stages of economic and market cycles. We therefore maintain a flexible approach to capital allocation rather than limiting ourselves to a single investment strategy.
What we look for
Strong Fundamentals
Businesses and assets supported by sound economics, resilient demand and the ability to generate sustainable cash flows.
Quality Management
Experienced and capable leadership teams with a clear strategy, sound judgement and a strong understanding of their markets.
Competitive Position
Established market positions, differentiated capabilities or other characteristics capable of supporting sustainable competitive advantage.
Financial Discipline
Appropriate capital structures, responsible financial management and thoughtful allocation of financial resources.
Alignment of Interests
Situations where owners, management and investment partners share a common interest in creating sustainable long-term value.
Long-Term Potential
Opportunities where the underlying value of an investment has the potential to develop meaningfully over time.
A flexible mandate
MJP International has the flexibility to evaluate opportunities across different sectors, markets, geographies and stages of development.
Our activities may include public and private investments, direct investments, strategic partnerships and other opportunities where we believe capital can be deployed effectively.
We do not pursue investment simply for the sake of activity. Capital is deployed selectively when we believe the quality of an opportunity and its prospective return appropriately compensate for the risks involved.
At other times, preserving liquidity and waiting patiently for more attractive opportunities can itself represent disciplined capital allocation.
Risk and capital preservation
The preservation of capital is fundamental to our investment approach.
Risk cannot be eliminated from investment, nor do we believe it should be considered solely in terms of short-term price volatility.
We seek instead to understand the fundamental risks associated with each investment, including financial resilience, competitive dynamics, management execution and the possibility of permanent impairment of capital.
Our objective is to assume risk selectively, deliberately and where we believe the prospective return provides appropriate compensation.