Investment Themes

Australis Partners investment strategy takes a top-down approach around the high-impact macro themes that will shape the investment landscape in our core markets. We seek to invest in resilient businesses in industries which benefit from one or more of these trends:

Nearshoring /
Cross-border

  • Boom expected to benefit the region.
  • Trend to diversify and improve proximity of manufacturing to end-users/consumers.
  • Driven by a combination of trade policy shifts, pandemic-related supply shortages and geo-political tensions.
  • Supported by availability of a cost-efficient labor force, comprehensive free-trade agreements and geographic location of the Pacific Alliance member countries.
  • Investment opportunities in various manufacturing sectors as well as enabling sectors.

Physical & digital infrastructure connectivity

  • Key priority of Pacific Alliance nations to improve competitiveness.
  • Fundamental to increase productivity, access and growth within the Region.
  • Pandemic exposed relevant gaps and accelerated digital adoption across sectors.

Growing consumer demand

  • An informed and increasingly aging middle class is seeking access to higher value-added goods and services.
  • Adoption of global consumption patterns related to wellness, the digital economy, the changing labor force demographics, climate consciousness, personalized experience, and increased urban living.
  • Growing appetite for products and services with a low carbon footprint and sustainable supply chains.
  • Raising purchasing power of consumers/demand for financial services.

New York

Santiago

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