Hermes Fund
Development and execution of business projects in Portugal
Investment Strategy
The Hermes Fund’s investment strategy focuses on companies and business projects in Portugal, through capital expansion transactions, Management Buy-Ins (MBI), Management Buy-Outs (MBO), Buy & Build strategies, and corporate restructurings.
Investments may be made through equity, quasi-equity, or debt instruments, depending on the nature of the identified opportunities and their respective risk-return profiles.
Within its investment policy, the Fund also prioritises assets with economic maturity, robust institutional frameworks, and stable financial structures, thereby contributing to a diversified portfolio aligned with Portugal’s national investment policy.
Core Principles
The investment policy of the Hermes Fund is built around three core principles, reflected throughout the analysis, decision-making and monitoring of its investments:
Maturity
- Selection of projects and assets with defined business models, operational track record and structured investment processes.
Stability
- Emphasis on sound legal and financial structures, as well as assets with consistent economic foundations.
Safety
- A fund registered with and supervised by the CMVM, with investments made entirely within Portugal and in compliance with the applicable legal framework.
Key Indicators
- Fund Type Closed-End
- Target Fund Size €100 million
- Fund Launch 2023
- Investment Horizon 10 years (with a 5-year investment period)
- Expected Annual Return –
- Estimated Annual Distribution –
- Estimated Number of Investments –
- Average Ticket Size per Investment –
- Minimum Subscription Amount €100,000
- ISIN PTBLWRIM0013
