Impact Investing
Scaling high-quality businesses with measurable impact
Our Growth strategy is focused on impact investing – targeting strong financial returns alongside measurable social and environmental outcomes for our institutional investors.
We partner with ambitious founders and management teams to scale impact-aligned businesses into market leaders. We back companies with strong fundamentals, clear pathways to sustainable expansion, and the potential to benefit from hands-on strategic support – from governance maturity to operational improvement and commercial acceleration.
Impact is not treated as an overlay. It is assessed as a core driver of value and embedded in how we select, support, and measure investments – ensuring outcomes are intentional, credible, and scalable over time.
Key statistics:
Two institutional impact mandates
15 investments made to date (1 realised)
Most recent investment into Coda Carbon
Can be aligned with EU SFDR Article 9
Signatory to the Operating Principles for Impact Management (OPIM)
Aligned to eight impact themes, addressing 13 underlying SDGs
Our impact framework
Our impact framework
A disciplined and measurable approach to impact.
We invest across eight impact themes, aligned to 13 underlying UN Sustainable Development Goals (SDGs), and embed them directly into our proprietary impact assessment framework. These themes are not illustrative – they are integrated into how we originate, evaluate, and manage every Growth investment.
How we integrate our impact themes
1. Theme-led origination & screening
All prospective investments are first assessed for alignment with at least one of our
eight impact themes. Opportunities that do not demonstrate credible thematic alignment or fail our negative screening criteria do not proceed. This ensures capital is intentionally directed toward businesses contributing to priority social and environmental outcomes.
2. Impact assessment & scoring
Each opportunity is evaluated using our UN SDG-aligned Impact Framework.
We assess:
- The depth of alignment to one or more of our eight themes
- The strength of linkage between impact and revenue generation
- The scalability and durability of impact outcomes
- Potential risks to impact integrity Impact is scored using our internal impact radar, and only investments meeting our minimum threshold are approved.
3. Impact measurement & reporting
Once invested, each portfolio company reports against:
- Primary impact KPIs linked to the relevant theme
- Secondary impact metrics
- Quantitative and qualitative outcomes
We provide quarterly impact reporting to investors, combining financial performance
with impact score, SDG contribution and KPI progress.
4. Exit Review
At exit, ESG and impact performance are reviewed alongside financial outcomes. We provide clear, data-backed disclosure to buyers and position strong sustainability practices as value drivers.
Our impact themes in practice
Our eight themes provide a structured framework to:
- Identify high-conviction opportunities
- Assess impact integrity
- Measure outcomes consistently
- Report transparently and comparably
Across the portfolio, we have strong alignment to:
- SDG 7 – Affordable and Clean Energy
- SDG 9 – Industry, Innovation and Infrastructure
- SDG 12 – Responsible Consumption and Production
This structured, theme-led approach ensures that impact is intentional, measurable, and scalable – and that financial performance and positive outcomes reinforce one another.
Key themes
Our portfolio spans sectors including:
- Clean energy and decarbonisation
- Circular economy technology
- Natural capital and sustainable land use
- Healthcare technology
- Inclusive communities and housing
- Sustainable seafood and food systems
By aligning capital with measurable outcomes, we seek to deliver resilient growth and
lasting positive impact.
