GMT's Focus
In an industry attracting increasing amounts of capital, specialisation is the key to continue delivering above-average returns
Globally, the Communications Industry has long been regarded as a dynamic area for investment. In Europe, this is being magnified by a wave of market liberalisation, industry deregulation and privatisation which began in the last decade, and is set to continue. In addition, the increasing sophistication of Europe’s capital markets and the continued adoption of home-grown and imported technologies are contributing to a wealth of exciting growth opportunities. These factors make Europe a promising field for both entrepreneurs and investors in Communications companies.
GMT seeks to identify and invest in fast growing, well-managed and high quality companies in the telecoms, media and related Internet and information technology sub-sectors. GMT particularly favours established companies with strong barriers to entry, which are generally achieved through a brand name or proprietary licence. In doing so, GMT has a clear objective of creating superior long-term capital gains for investors, whilst avoiding the risks inherent in this sector.
GMT brings growth capital to its portfolio companies, together with unique cross-industry expertise and a global network of Communications Industry insiders.