ALTAMIR_REGISTRATION_DOCUMENT_2017
Presentation of the Company 1 PRESENTATION OF THE COMPANY AND ITS ACTIVITIES
1.2.4 PORTFOLIO COMPOSITION BY SECTOR
As of 31 December 2017, Altamir’s portfoliowas composed of 49 companies , including 40 unlisted (82%of the portfolio in value terms) and nine listed companies (Altran, Albioma, Amplitude, EVRY, Guotai, Huarong, Manappuram, Shriram and Zensar). Although listed, Gfi Informatique is valued on the basis of a transaction price and no longer on the basis of its market price. During the 2017 financial year, the companies in the portfolio performed verywell comparedwith 2016; their average EBITDA, weighted by each company’s contribution toNAV, increasedby 27% , driven by the combined effect of organic growth and significant acquisitions carried out in 2016. The 13 largest investments, representing nearly 80% of the portfolio’s total value as of 31 December 2017, are as follows, in decreasing order: Marlink, INSEECU., Albioma, Snacks Développement, THOMEurope, Melita, CIPRÉSAssurances, Altran, InfoVista, SKFireSafety Group, Alain Afflelou, Amplitude Surgical and Sandaya. They are presented below with key financial data as of 31 December 2017.
HEALTHCARE
SERVICES
TMT
CONSUMER
CON T E N T S
MARLINK INSEEC U. ALBIOMA
ALTRAN
25 26 27 28 29 30
32 33 34 35 36 37 38
INFOVISTA
SK FIRESAFETY GROUP
SNACKS DEVELOPPEMENT
ALAIN AFFLELOU
THOM EUROPE
AMPLITUDE SURGICAL
MELITA
SANDAYA
CIPRÉS ASSURANCES
Other companies by sector
31
24 REGISTRATION DOCUMENT
• ALTAMIR 2017
www.altamir.fr
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