assets

Capsa Healthcare is a leader in the United States in several medical equipment niches for the healthcare industry (hospitals, clinics, retirement homes and pharmacies).

The company designs, manufactures and markets medical carts (with or without mobile computer equipment), sterile preparation workstations, and automated medication management systems. Capsa was built through successive acquisitions, led since 2008 by its management team with the support of an American family and then Levine Leichtman Capital Partners.

With more than 485 cold-storage warehouses in North America, Europe and Asia-Pacific, Lineage is the world’s largest global temperature-controlled warehouse REIT. It has a broad customer base made up of food and beverage producers, retailers, and distributors.

Its services extend beyond cold storage, and include valueadded services such as deep freezing, repackaging, outsourced order management and freight forwarding. Lineage is one of the two main consolidators in the sector, with more than 100 acquisitions carried out since 2008 that have enabled the group to build a global presence. Lineage became a publicly traded company in July 2024 (NASDAQ: LINE).

eBeauty (formerly UCO) is a leading “Tmall Partner” (TP) in China. The company helps more than 50 international beauty brands (Estée Lauder, Chanel, Clarins etc.) to grow in the Chinese e-commerce market (Tmall, Jd.com, VIPShop, Little Red Book) through a turnkey service that covers online store management, marketing, customer service and logistics.

Peugeot Invest became an indirect shareholder of eBeauty after its acquisition of TheLian in 2022.

Livspace, which was founded in 2015, is a fast-growing Indian company and market leader in end-to-end interior design.

The company is completely reorganising the value chain in the interiors market through the adoption of digital technology, while also standardising and automating processes, generating major productivity gains. Livspace has operations in over 40 cities in India, as well as in Saudi Arabia.

Jianke, founded in 2007, is a Chinese company that has developed an online pharmacy service and has been offering online medical consultation services since 2018. Through this e-healthcare offering, people suffering from chronic diseases can receive medical care remotely, and patients can have their prescribed medicines delivered directly to their homes.

Jianke became a publicly traded company in Hong Kong in July 2024 (06086.HK).

Causeway is a UK-based company specialised in construction software solutions that cater to the needs of various stakeholders throughout the construction lifecycle, from initial design, through ongoing construction projects, to asset management and maintenance. Causeway is growing rapidly, driven by a broad market and favourable trends such as the adoption of digital technology in the construction sector, which is still at an early stage, as well as an increasing number of projects.

Singapore-based Venturi Partners is an asset management company founded in 2019, which targets consumer investments in the Growth Equity segment in India and Southeast Asia.

At end-2025, Venturi I had completed the deployment of its fund and had invested in eight platforms: Livspace (end-to-end interior design in India) in 2021; Believe (health and beauty products in Bangladesh and India) in 2022; Country Delight (premium fresh produce delivery in India) in 2022; Pickup Coffee (premium coffee chain in the Philippines) in 2023; Dali (chain of hard discount stores in the Philippines) in 2024; K-12 (primary school operator in India) in 2024; JQR Sports (a sports footwear brand in India) in 2025; and Nutraj (a producer of nuts and dried fruit in India) in 2025. Peugeot Invest committed US$25 million to Venturi I in 2021 and made an additional US$8 million coinvestment in Country Delight (2022 and 2023) and an additional US$2.5 million co-investment in K-12 (2024).

Founded in 2003, SantéVet is the leading provider of pet health insurance in France. The company designs, sells and manages comprehensive insurance policies for pets.

Santévet intends to build on its leading position in the French market and continue to expand in Europe. In 2025, it acquired a majority stake in the UK-based pet insurer, Tedaisy.

Schwind is a German company specialised in making ophthalmic lasers for corneal refractive surgery. 55% of its revenue derives from sales of lasers, including its best-selling Amaris range, and nearly 30% of its revenue is regarded as recurring (sales of services and maintenance, consumables etc.). Future growth should continue to be driven by the relatively recent launch of the Atos laser, which opens up a new market in lenticule extraction surgery. The group has more than 200 employees.

Based in France, Doctrine is Europe’s leading provider of AI-powered solutions for the legal sector.

The company leverages generative AI to automate an increasing amount of legal and administrative workflows, powered by a database of more than 100 million documents.

At end-2025, Doctrine had more than 25,000 clients, including individual lawyers and corporate legal departments, and a footprint in four countries (France, Italy, Germany and Luxembourg). Peugeot Invest Assets, represented by Amaury Cabaud, is an observer on Doctrine's Supervisory Committee.

Nomios is a European leader in cybersecurity and network infrastructure services. The group mainly operates in the large corporates market, offering a wide range of services, including audit, design of security network systems, resale and integration of solutions, and maintenance and management of cybersecurity incidents. Based in France, Nomios has 20 offices in Europe and over 600 employees, the majority of whom are qualified engineers.

Gruppo Florence is the leading manufacturer of luxury goods for major players in the clothing industry. The group has expanded through external growth by consolidating several independent leather goods and ready-to-wear subcontractors within a single platform. It offers luxury brands the possibility of outsourcing certain stages in the design, development and manufacture of products that require specific know-how and skills.

Springbrook is a US-based software company serving some 3,000 small and mid-sized US local government agencies. It offers two main types of solutions: an Enterprise Resource Planning (ERP) system for administrative management, and a payment solution to facilitate tax collection. Springbrook's offering comprises a cloud-based suite that allows its customers to access their data with greater flexibility and security.

Founded in 2011 in London, TradingView is a leading charting and financial analysis platform, primarily serving retail investors. With over 100 million users worldwide and more than 40,000 commercial partnerships (including with platforms such as eToro), it ranks among the most visited websites globally.

TradingView operates on a freemium business model, offering a basic, free version of its services, with the option to upgrade to premium tiers for access to more advanced features and capabilities.

Since 2015, Peugeot Invest has joined forces with several European families to make co-investments on a case-bycase basis in real estate projects in the United States. The projects are proposed and managed by a team of US professionals within ELV Associates, which was founded in 1991. They typically involve residential property development, but also include office and retail properties.

In 2025, Peugeot Invest furthered its partnership with ELV Associates by committing an additional $17 million to three projects located in Estero (Florida) and Arlington (Virginia).

Arboretum is a 130,000 sq.m. low-carbon office and services campus, built using timber-frame construction and located near the La Défense business district. It is located on the banks of the Seine and is surrounded by 25 hectares of parkland. It provides a wide range of interior and exterior workspaces, seven organic restaurants, a conference centre, and services such as a 2,000 sq.m. sports complex. The campus was inaugurated in September 2024 and is currently being marketed for rent.

Colonies is one of the leading players in the European co-living market. Co-living is a concept that originated in the United States and is a cross between living in shared accommodation and in a hotel. A co-living complex consists of several people living together with their own private accommodation and large communal spaces with a wide range of amenities (sports facilities, cinema, spa etc.) and shared services (such as WiFi, cleaning and laundry).

Peugeot Invest's investment financed the acquisition of 28 assets, as well as their renovation and refurbishment prior to them being run by Colonies under a long-term lease.

Hôtel California is a co-investment with Tikehau's valueadded real estate fund. This 172-room, 4-star hotel is located in the 8th arrondissement of Paris, close to the Champs-Élysées. It has been vacant since 2020. Tikehau is planning a major renovation and a top-of-the-range 5- star repositioning, with the aim of creating a lifestyle hotel for leisure and business guests. The hotel is scheduled to reopen in the summer of 2026.

High Street Retail Valorisation (HSRV) is a value-add vehicle managed by F&A Asset Management, dedicated to city-centre retail property. Its purpose is to build up a portfolio of high street retail premises located mainly in the Paris region (90%), with good fundamentals (location, configuration etc.) and offering potential for repositioning or post-acquisition optimisation.