Investment Review 2016 SOUTER INVESTMENTS IS the INVESTMENT OFFICE of the SOUTER FAMILY
Investment Review 2016 SOUTER INVESTMENTS IS THE INVESTMENT OFFICE OF THE SOUTER FAMILY ir Brian Souter co-founded Stagecoach Group plc as a start-up in 1980. Today the company is a leading international transport group, with extensive operations in the UK, United States and Canada, S employing around 40,000 people and operating nearly 11,000 buses and 2,300 daily rail services. Stagecoach floated in 1993 and is listed in the FTSE 250. Sir Brian is Chairman of the company, having stepped down from his role as Chief Executive Officer four years ago. When Sir Brian founded Souter Investments in 2006, more than two thirds of his portfolio was represented by his Stagecoach shareholding, with the remainder invested in a diverse number of managed funds, and a smaller portfolio of unquoted and property investments. Private equity focus Today the balance is very different. Our primary focus is on unquoted investments, and whilst Stagecoach is still a major part of the portfolio it now only represents 34% of total assets. We are sector agnostic, and invest across a wide range of industries, including financial and business services, consumer goods, healthcare, telecoms and industrials. Although not our primary focus, transport will always be an area of interest given Sir Brian’s background. Together our unquoted companies have a turnover of almost £2bn and employ over 19,000 people worldwide. A professional but flexible Our team investment approach The Souter Investments team encompasses a mix We employ high standards of professional of investment professionals and support staff, with diligence and rigour in selecting, executing and offices in Edinburgh and Perth.
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