Sectors
Where advantageis found, andwhere capital goes.
Origination sectors are the rare markets where the institution finds structural advantage. Deployment sectors are where the proceeds are put to their best available use.
- Origination sectors
- 5
- Deployment sectors
- 7
- Positions
- 47
- Exposure
- US$1.02bn
Origination
Five rare markets.
Pharmaceuticals
Pharmaceuticals was the first market the founding partnership underwrote, and it remains the largest single source of origination. Entry is slow and e…
US$148 million across 6 positions
Animal Health & Veterinary Biologics
Animal health carries the regulatory weight of human pharmaceuticals and attracts a fraction of the capital. Vaccines for livestock, parasiticides and…
US$126 million across 5 positions
Aquaculture & Marine
Aquaculture is constrained by water rather than by capital. A licensed marine site is finite, mapped and rationed by the authority that grants it. New…
US$74 million across 4 positionsAgri-science
Agri-science covers the inputs a farm buys rather than the land it works. Seed treatments, soil biology, crop protection chemistry and precision appli…
US$97 million across 5 positions
Specialty Materials
Specialty materials is the quietest of the origination sectors and the hardest to enter. Excipients, high-purity reagents, filtration media and single…
US$62 million across 3 positionsDeployment
Seven destinations for capital.
Information Infrastructure
Proceeds from the origination sectors are reallocated first to information infrastructure. The reason is duration. A regional data facility, a fibre r…
US$104 million across 4 positions
Data Analytics
Data analytics positions are selected on one question: does the business own its inputs. IGUAKO Capital funds analytics companies that generate or lic…
US$71 million across 4 positions
Financial Systems
Financial systems means the plumbing rather than the products. Reconciliation engines, payment rails for corporate users, fund accounting platforms an…
US$58 million across 3 positions
Technology
Technology at IGUAKO Capital means applied engineering with a paying customer at the point of entry. The firm does not fund discovery, pre-revenue sof…
US$66 million across 4 positions
Structured Credit
Structured credit is where proceeds go when the firm wants a return without ownership. Commercial Finance lends senior and secured against assets the …
US$118 million across 3 positions
Private Enterprise
Private enterprise is the deployment sector for founder-owned businesses outside the origination markets. These are profitable, unglamorous companies …
US$52 million across 3 positions
Quantitative Markets
Quantitative markets is the shortest-duration home for proceeds and the only sector where a position can be reversed inside a day. Quantitative Strate…
US$44 million across 3 positions