For investors
Performance and returns
With more than $4.5 billion in funds invested since inception, CPE Capital has generated consistent returns over several cycles.
Across the firm's almost 40 year history, net returns to investors on all exited deals have delivered a compound annual return of 21% pa, compared to the ASX All Ordinaries Accumulation Index return of 9.5% pa over the same period.
In addition, 11 landmark investments over this period have averaged a 6x return, by turning ~$458m of investors’ equity into ~$2.73b of cash proceeds.
Realised Investments
CPE Capital has made 86 platform investments since 1987.
Once a portfolio company achieves the objectives agreed at the time of investment, the CPEC and company management teams examine the nature of the company and its market, management's preference as to future ownership and valuation metrics to determine the most appropriate mechanism for CPEC's exit.
Exits from CHAMP funds I, II and III are listed here, together with exits from CPEC 8 and CPEC 9.
CPEC 9
- Civilmart
- Direct Group
CPEC 8
- StraitNZ
- Gourmet Food Holdings
- Cell Care
- Jaybro
- Dutton Group
- Pepperstone
- Containerchain
- Panthera
CHAMP III
- Accolade Wines
- oOh!media
- ATF Services
- Miclyn Express Offshore
- Bradken
- Gerard Lighting
- Axieo
- Shelf Drilling
CHAMP II
- United Malt Holdings
- Manassen Foods
- Bluestar Print Group
- Healthcare Australia
- Australian Discount Retail
- Alleasing
- Study Group
- Centric Wealth
- Golding Contractors
- LCR Group
CHAMP I
- Healthcare Australia
- International Energy Services
- Austar United
- Australian Pacific Paper
- Bradken
- Australian Discount Retail
- Sheridan International
- New Price Retail
- Penrice Soda Products
Responsible investment
At CPE Capital, we believe that environmental, social and governance (ESG) considerations can affect the performance of investment portfolios. To ensure this belief is central to our investment approach, CPEC became a member of the United Nations Principles of Responsible Investment (UNPRI) in 2009 and now submits annual ESG reports under the UNPRI reporting framework.
As part of this process, we collaborate with the management teams of our portfolio companies and external ESG experts, to identify, manage and report ESG related risks and opportunities on an ongoing basis.
We also encourage knowledge sharing across our portfolio companies. This allows us to develop a better understanding of how ESG issues can be translated into incremental investment returns and supports our ability to generate value via the creation of strong, sustainable businesses.
For further information regarding our ESG practices please email esg@cpecapital.com