Strategy
Crescent Point focuses on consumer-sector investments in China and Southeast Asia that stand out globally on a risk-reward basis.
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Focused on private equity investments into consumer-facing businesses
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Crescent Point has been particularly active in seven core consumer sectors, namely:
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FMCG & Food
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Apparel, Sportswear, Footwear & Accessories
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Health, Beauty & Wellness
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Travel & Tourism
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Auto (Consumer-facing)
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Consumer Enabling Services (e.g. logistics, warehousing, media, e-commerce enablers)
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Entertainment & Leisure
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Crescent Point invests in both online and offline businesses
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Crescent Point invests in a mix of “Larger Growth” companies which typically have EBITDA of US$30-US$250 million in China and US$15-US$150 million in Southeast Asia, with growth rates of 10%-50% and “Higher Growth” companies which typically have US$100+ million in revenue, limited losses and growth rates of 50%-150%
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Target companies need to have a proven business/unit economics, large addressable market, high barriers to entry and strong management
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From time to time, Crescent will pursue deep value investments into consumer discretionary and/or asset-based businesses in Southeast Asia, typically when markets are choppy
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Crescent Point invests in out-of-favor industries when high-quality assets/businesses are available at attractive prices
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Crescent Point has flexible capital to be able to provide debt or equity solutions to complex situations
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