Walter Financial follows fundamental principles that encompass more than its investments, whether public or private. With our patient capital, we embrace a long-term vision and team up with businesses to grow with them and reach new horizons, side by side.
We see holding a stake in these businesses as forming a partnership. Our work relies on the strength of their business model most of all, but we go beyond a careful financial analysis.
For us, investing in a company also means investing in the people behind it. We believe that to help businesses grow, we need a solid management team.
Our portfolio
Our four-pronged equity portfolio strategy has been developed to maximize the performance of our investments, but all of our portfolios are shaped by our entrepreneurial vision and our commitment to creating value through long-term growth and profitability.
Discipline and conviction
High-performing businesses, regardless of market cycles
Walter Public Investments’ global equity portfolio comprises a limited number of high-quality companies. Our underlying philosophy: A strong company with an excellent strategic positioning run by an agile and forward-thinking leadership team will fare well in any economic environment.
Selection criteria for portfolio companies:
- Strategic positioning
- Sustainable competitive advantages
- Strong management teams
- Undeniable trends
Financial measures sought under our fundamental approach:
- Revenue growth above the industry average
- Margin stability throughout economic cycles
- High returns on investment capital
- Predictable cash flow and surplus cash flow
The Walter ecosystem
Added value to the investment process
The Walter ecosystem sets us apart right from the investment analysis phase, as we adopt the perspective of an entrepreneur, with a three- to five-year investment horizon.
Benefits of our ecosystem:
- In-depth knowledge of each investment
- A selection of businesses and management teams with solid track records
- A rigorous, distinctive investment process
We look at indisputable long-term trends to select stocks with lasting potential regardless of economic cycles.
Our agnostic approach to reference indexes has led us to invest in:
- highest-quality businesses;
- offering top potential; and
- who are leaders in their industry;
- in order to create long-term shareholder value.
We emphasize absolute long-term returns and risk management, rather than relative short-term performance.
Our private equity investments are managed by our two specialized teams, based on the same long-term investment horizon.
The Walter Group’s long track record of entrepreneurial success has equipped us with the tools to build a winning corporate strategy and business model. We offer this expertise to top-tier firms with the potential to reach new horizons.
The businesses we select are ones we want to invest in today and grow with tomorrow.
Walter Capital Partners
Businesses to invest in today and grow with tomorrow
The Walter Capital Partners portfolio is composed of small and medium-sized companies that are:
- Already established
- Looking to grow
- In need of capital
- Seeking expertise to expand and succeed
Walter Global Asset Management
A growth-oriented platform for the asset management industry
Walter Global Asset Management aims to build long-term partnerships with forward-thinking independent boutique asset managers who are passionate about their mission, have an excellent track record and are open to partnerships that will leverage their capacity to manage more assets and sustain growth.
We occasionally invest in other asset classes in order to diversify our portfolio.
Testimonials
Walter Financial: A vision in action
To see the real impact of our vision, hear first-hand stories from entrepreneurs who have experienced our approach.