BELIZE 827 Bachelor Avenue
UNITED KINGDOM Fanshawe House
Pioneer Business Park
Amy Johnson Way
UNITED ARAB EMIRATES Al Hamra Al Jazeera
Amenity Building, Tower 1
Ras Al Khaimah
HONG KONG Kiu Yin Commercial Building
361-363 Lockhart Road
Summerfield Aldridge is a diversified investment holding company consisting of underlying investments that operate across a range of asset classes including real estate, commodities, private equity, venture capital, bonds and blockchain technology.
The company’s investment portfolio has grown substantially since its inception and currently includes 12 investee companies.
Investment is focussed on long term growth and value creation for the company’s founders and the wider communities that each investment serves.
WHAT HOPE OFFERS IS THE BELIEF, SIMPLY, THAT DIFFERENT FUTURES ARE POSSIBLE.
– HENRY GIROUX
Summerfield Aldridge believes in a decentralised management approach, affording each of its operating subsidiaries autonomy at board level and only exerts its influence through non-executive representation on the boards of these companies.
The Summerfield Aldridge founders consider it in the best interest of all parties concerned to respect the decentralised business model and the fact that these businesses are conducted in separate legal entities.
From humble beginnings in June 2013 Summerfield Aldridge launched its operations in a small office in Lugano, Switzerland, with a plan to trade commodities across Europe.
In 2014 the board appointed company partner Raphael Wong to lead the development of our precious metals division. Raphael’s role as Director of Investor Relations based out of our UK office in London continues to be a success.
In April 2015 we established our stronghold in the UAE when we opened our first overseas office in Ras Al Khaimah. That move gave us a huge opportunity to expand our business into the Middle East and proved a critical milestone in our global expansion.
In 2016 we were delighted to sign our first major supply deal with a leading bullion refinery out of Dubai. Our successful delivery of that supply agreement put us firmly on the precious metals map.
In July 2017 our second international office launched in Hong Kong, opening the companies gateway in to the Asian market. Driven by demand from our clients to support their growth in that region, it has grown into a successful office.
In March 2019 we relocated our head office in Switzerland to Geneva, giving Summerfield Aldridge access to a greater talent pool, thus allowing for a continued growth trajectory.
ACTION WITHOUT VISION IS ONLY PASSING TIME, VISION WITHOUT ACTION IS MERELY DAY DREAMING, BUT VISION WITH ACTION CAN CHANGE THE WORLD.
– NELSON MANDELA
- To achieve long term growth and capital appreciation through investing in majority or minority stakes across a portfolio of primarily unlisted businesses.
- Entrepreneurial founders
- Experienced and aligned management team
- Investment size that will ‘move the dial’
- Significant earnings, cash generation and dividend growth over the long term
- Solid understanding of Product, Price, Market and Service
- Deep understanding of customer / client
- Clear and coherent strategy that is flexible in order to be sustainable over the long term
- Sensible and fair valuation multiple
- Hold for the long term
- Opportunistic on exit
- Ability to transact quickly
- Disclosure of valuation metrics
- Summarised audited financial statements to be made available
- Portfolio company management presenting year end results
RISK COMES FROM NOT KNOWING WHAT YOU’RE DOING.
– WARREN BUFFET
OUR PORTFOLIO COMPANIES
Below are Summerfield Aldridge’s key operating partnerships at the helm of managing and developing investments and companies across multiple industries worldwide:
FSI Global is a wholly owned UAE based company of Summerfield Aldridge. Its main objective is to make venture capital investments in start-ups and early-stage businesses worldwide.
Goldguard Investments is a wholly owned Hong Kong based company of Summerfield Aldridge. Its main objective is to make private equity investments in funds worldwide.
Alcott & Argyle Real Estate is a wholly owned Hong Kong based company of Summerfield Aldridge. Its main objective is to invest in real estate funds and trade real estate assets.
THE ESSENCE OF STRATEGY IS CHOOSING WHAT NOT TO DO.
– PROF. MICHAEL PORTER
ALONE WE CAN DO SO LITTLE; TOGETHER WE CAN DO SO MUCH.
– HELEN KELLER