| KRX SM Exchange | United Kingdom Country |
The Schiehallion Fund Limited is a specialist investment entity focused on identifying and nurturing private companies that display significant growth potential, with the ultimate aim of preparing them for a future public stock exchange listing. The fund operates without confinement to specific industrial sectors or geographical locations, thereby embracing a wide array of investment opportunities. It is designed to leverage the growth dynamics of its portfolio companies by engaging in long-term minority investments, strictly adhering to a disciplined investment framework that prevents initial investments from surpassing 10 percent of the latest net asset value and caps the maximum investment at 19.9 to 20 percent of portfolio company value. The Schiehallion Fund Limited targets entities with an enterprise value of at least $500 million, ensuring a focus on substantial and scalable businesses.
The fund invests primarily through equity and equity-related securities. These can range from traditional preference shares to more complex financial instruments such as convertible debt instruments, equity-related and equity-linked notes, and warrants. Such a diversified investment approach allows the fund to adapt its investment strategy to the unique needs and growth trajectories of its portfolio companies, ensuring alignment with both parties' long-term interests.
Consistent with its strategy of nurturing companies for the public markets, The Schiehallion Fund Limited focuses on long-term minority investments. This methodology underscores the fund's commitment to supporting the organic growth of its portfolio companies without seeking controlling interests. This approach helps maintain the entrepreneurial spirit and operational independence of the companies it invests in, while providing them with the capital and strategic support needed to scale effectively.