Capital Economics
Independent macro-economic research provider

Our approach to investment

We identify companies led by motivated entrepreneurs and ambitious management teams and help them to grow.

Partnership is at the heart of our investment approach.

We recognise every company is unique, so we tailor our support to build stronger, sustainable and more successful businesses.

In short, we support businesses to do what they do best, better.

Explore how we work with companies

Let's grow

Supporting businesses to do what they do best

Bridge Leisure
Owner and operator of holiday parks

Core sectors

We invest across six core sectors, where we believe there are positive long term growth trends and there is a deep pool of potential.

We focus on a small number of priority areas within each of these sectors. The teams we partner with are industry experts, and we complement their knowledge with our own insights and track record of success.

Consumer & Leisure
Financial Services
Healthcare & Education
Media & Information
Business Services
Technology Services

Embracing technology

For every company with a vision of growth, technology needs to be at the centre of their plans.

By embracing the power of technology, companies can streamline and enhance processes, improve the service they offer and reclaim time to develop ideas for future growth.

We believe technology can be a gamechanger for every company, and we work with management teams to create sustainable solutions.

Find out how some of our companies have taken advantage of technology to build stronger, more efficient and forward-looking businesses:

Travel Chapter Group
UK holiday lettings platform
Corporate vehicle rental platform
E-commerce logistics, powered by technology
Mobius Life
Pensions investment administration platform

Sustainable, responsible investment

We are committed to investing responsibly – it is key to what we do, and the philosophy runs through every aspect of our firm. We assess and monitor progress against specific ESG goals during the investment process and throughout the ownership period of the companies we invest in.

We believe that by investing responsibly we can develop strong and growing companies. There is a healthy alignment between the management teams we partner with, our investors and Phoenix to do this well, as we all benefit from the more sustainable valuable companies

As we work to unlock the potential within our partner businesses, we also encourage them to pursue positive environmental and social initiatives.

Phoenix is a signatory to the United Nations-supported Principles for Responsible Investment.