Investment Principles

Plena follows its investments closely from the due diligence and acquisition stages to strive for operational excellence. By rigorously and consistently following fundamental principles, Plena continuously creates healthy enterprises and generates robust value for all stakeholders. Our principles include:

• Controlling stakes: Plena generally takes majority ownership. In the few instances when we may consider minority stakes, Plena will require a strong management, firm controls and shareholder agreements and a clear exit strategy.
• 100 days plan: Plena believes that the initial time after takeover is crucial to the success of an investment. Therefore, through our so called “first 100 days plan” we achieve disciplined value creation.
• Local management: Strong local management teams are crucial for successful investments. Plena takes particular care to achieve alignments of interests between committed company managers and shareholders through appropriate incentives.
• Long-term commitment: Plena is not a short term investor with the aim to make a “quick buck” but is rather interested in growing enterprises or turning ailing businesses around to build lasting ventures.
• Active Ownership: Plena believes that the relationship between operational management and shareholder is fundamental to success. Plena therefore takes great care to cultivate a strong and respectful relationship with its managers and thereby, better understands and support the businesses.