OUR APPROACH Bluegem acts as a partner to identify value creation opportunities and actively supports our companies to achieve them Through our industry focus, we have an in-depth understanding of the opportunities and challenges facing the brands we work with Bluegem focuses exclusively on consumer-facing businesses across all sub-verticals of the consumer space. We seek to invest between €20 million to €75 million of equity in businesses headquartered in Western Europe, typically with an enterprise value between €50 million and €300 million. We have a flexible approach in terms of deal structure to accommodate the requirements of entrepreneurs, families and co-investors. Our investment thesis includes both the rejuvenation of undervalued, mismanaged or under-invested brands and operational, commercial and financial support for fast-growing independent brands. Our added value comes from active and methodical portfolio management. We work with a unique network of operating partners who offer extremely valuable expertise to the entrepreneurs and management teams we partner with. Our team further supports the introduction of best practices for each operational function within the company, such as in-depth optimisation of ecommerce activities, retail best practice, social media strategies and human capital management. Working with us: responsible investment policy Bluegem II LP invests in companies that have strong growth potential and/or companies that have been under-managed, undervalued or under-invested with the aim of building stronger, more profitable and more cash flow generative businesses. Bluegem has an entrepreneurial approach to portfolio management acting as a hands-on partner in the value creation process. We have a proven track record of building successful partnerships with entrepreneurs, family-owned businesses, other private equity firms and outstanding management teams. “Bluegem believes in the principle that morality is longevity.” We have always considered ourselves to be a responsible investor. Our priority sectors consumer brands and customer-facing sectors in which sound management of environmental, social and governance (ESG) issues is not only the right thing to do, but is critical to protecting and creating value for companies and our investors. For our investments, examples of material ESG impacts could include: Environment – energy efficiency, waste management and packaging; Social – labour standards in the supply chain, health and safety, and training and development of staff; and, Governance – business conduct, and anti-bribery and corruption. Where we have a controlling interest in a company, there is a real opportunity, and a responsibility, to make a positive difference. The purpose of this policy is to begin to formalise our commitment and approach to responsible investment in order to ensure ESG issues are actively managed as a senior partner priority at Bluegem, and to encourage Board level engagement and ownership for corporate responsibility issues at our portfolio companies. Our policy is, to the best of our ability, to: Comply with all relevant regulations, at Bluegem and at our portfolio companies, in the countries in which we operate; Manage and minimise our own direct ESG impacts; Integrate ESG considerations into all stages of the deal cycle – from due diligence throughout the period of our ownership, and at exit; Encourage portfolio companies to consider and address all ESG issues relevant to their business, with the aim of delivering continuous improvement; and Track and report progress of ESG initiatives at portfolio companies. We provide ESG reporting to our investors at least once per year. Our intention is to hold our investments for 4-5 years. Bluegem are a signatory to the United Nations Principles for Responsible Investment (PRI), and incorporate environmental, social and governance principles into our investment analysis, decision-making and ownership practices. Our responsible investment policy is complemented by a full set of ESG policies that includes among others: ESG POLICY ESG ENGAGEMENT GUIDELINES EXCLUSIONS POLICY CODE OF CONDUCT Bluegem supports The Paris Agreement and the Task Force on Climate-Related Financial Disclosures (TCFD) At Bluegem, we believe The Paris Agreement is a fundamental step forward as it is prompting countries to act together to reverse the effects of climate change. The goal to limit global warming to 1.5 degrees Celsius over pre-industrial levels is ambitious in the context of an international treaty. While it has been debated how legally binding the commitments made are, it acts as an important framework for pressure points to be applied on those who may effect change. The work of the Task Force on Climate-Related Financial Disclosures (TCFD) also resonates with Bluegem’s own view of the world, as we have a long track record on the inclusion of ESG within investment decision making. The recommendations laid out by the TCFD agree and support those of the Paris Agreement, while focusing on practical steps to support investor decision making through enhanced disclosure. The standardisation of ESG data within financial reporting would improve the ability of investment managers to integrate ESG considerations in their investment process and therefore offers a complementary set of tools to the Paris Agreement. OUR INVESTMENTS OUR APPROACH INVESTMENTS TEAM NEWS CONTACT US BLUEGEM CAPITAL PARTNERS LLP Eagle House, 5th Floor 108-110 Jermyn Street London SW1Y 6EE +44 (0)20 7647 9710 EMAIL © Copyright 2019 Bluegem Capital Partners LLP Bluegem Capital Partners LLP is authorised and regulated by the Financial Conduct Authority. KID | SFDR | Privacy Policy | Disclaimer | Web by DBM studio