3i Group: Capital in Action - [Business Breakdowns, EP.180]

Business Breakdowns

Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value.

Our guest to break down 3i is Luke Bridgeman, a partner and portfolio manager at Hosking Partners. Luke shares the unique origin story of 3i, which dates back to pre-World War II in England. He takes us up through the present day, where longtime investment banker Simon Burrows has taken 3i and completely reshaped the asset management business into something that looks completely different.

Please enjoy this breakdown of 3i.

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For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.

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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:04:25) The Origin Story of 3i

(00:06:30) 3i's Evolution and Strategic Shifts

(00:07:12) The Impact of the 2008 Financial Crisis

(00:08:20) Simon Burrows' Leadership and Strategic Changes

(00:14:25) Focus on Action: 3i's Key Investment

(00:25:23) 3i's Investment Strategy and Future Prospects

(00:29:41) Valuation and Market Position of 3i

(00:34:27) Key Risks and Management Insights

(00:37:16) Lessons Learned from Breaking Down 3i