Founded with a vision of inclusive, long-term, and transparent investing, Ozonix Capital is your trusted partner in building legacy-focused portfolios.
Ozonix Capital was founded to reshape the way individuals and institutions
grow and preserve
wealth. What started as a boutique investment firm has grown into a global powerhouse —
trusted by clients in over 20 countries.
We combine cutting-edge financial technologies with time-tested investment principles to deliver
high-performance, ethical, and personalized solutions.
To deliver exceptional investment solutions that empower clients, strengthen communities, and promote responsible capitalism.
To be the world’s most trusted partner for long-term, purpose-driven capital growth.
Our leadership team brings together a wealth of experience from global banks, venture firms, and institutional funds — united by a commitment to long-term value creation and responsible investing.
We operate with a multi-continental footprint, allowing us to source opportunities and manage risks across markets.
London
Institutional Investments
Dubai
Private Wealth Management
Lagos
Emerging Market Advisory
New York
Digital Assets & Venture
Ozonix Capital is a tightly knit group working together with management teams toward common goals. We have more than 70 investment professionals, including 24 partners with an average tenure at Ozonix Capital of more than a decade. This allows us to devote substantial time to the companies in which we invest.
Our objective is to work with portfolio company leadership and create a backdrop in which companies can thrive. We encourage management teams to invest alongside us, and our forward-thinking approach and philosophy to leave companies better than when we found them also means that portfolio company employees often choose to invest alongside Ozonix Capital as well.
We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.
Ozonix Capital seeks to make investments in companies that meet the following investment criteria:
Led by managers with an established track record of achievement. Participate in economically attractive, fragmented, niche industries with strong fundamentals. Demonstrate a sustainable competitive advantage, including an ability to grow, innovate and withstand economic downturns. Possess strong market positions, attractive cash flow attributes and high return on investment enabling them, inter alia, to service a leveraged capitalization. Enjoy excellent organic or acquisitive growth prospects.
Ozonix Capital has experience executing the following transaction types:
Management buyouts of public and privately held companies and divisions of larger companies. Recapitalizations of closely held businesses in order to provide additional financing or liquidity for existing investors. Acquisitions of companies seeking the financing required to execute consolidation strategies in fragmented but attractive industries. Selected equity financings of growth companies that have demonstrated significant potential Equity investments in growth companies. Investments in companies participating in industries in which Ozonix Capital has extensive investment experience
We have always believed that we can make a difference in the world through our investments.
As a signatory to the United Nations Principles for Responsible Investment (UN PRI), we are committed to the aspirational principles for incorporating ESG considerations into our investment approach.
We believe markets to be largely efficient and strive to provide systematic exposure to certain risk-based and behaviorally driven factors that can be combined intelligently to deliver results for investors.
Our ongoing investment in the research and design of our investment strategies, including ESG-related approaches, seeks to ensure style and returns consistency, while continually evaluating new data, statistics, investment ideas, and quantitative methods.
We have a long history of accommodating client-specific requests and exclusions of certain securities from an investment universe, such as those deemed socially or environmentally undesirable, or operating in regions where human rights abuses are prevalent.
In addition, we are responsible for voting proxies on behalf of clients that have granted the authority to us. We have engaged Institutional Shareholder Services, Inc. (ISS), a third-party proxy voting agent, to provide proxy voting research and execution services on behalf of our clients, while we reserve directive control over ultimate proxy voting. Typically, we follow the ISS Socially Responsible Investing (SRI) Proxy Voting Guidelines.
Operating independently of the investment businesses, and reporting to the CEO, the Portfolio Construction and Risk Group (PCG) guides the allocation of risk capital. It is supported by a dedicated R&D team to create custom tools and technologies.
Ozonix Capital Risk Management Center provides a comprehensive view of the various investment portfolios and how they fit within pre-established guidelines. Built in 2014, its front-end consists of a 27' by 8' interactive touchscreen designed to visualize data in ways that allow for rapid comprehension. Its back-end systems, which connect to every Ozonix Capital office worldwide, continuously run a wide range of operational readiness, risk, and stress test monitors.
In pre-trade discussions, the Portfolio Construction and Risk group works to identify the impact of potential trades on a portfolio's risk and stress exposures. In the ex-post analysis, the group evaluates the skill, infrastructure, investment universe, risk and working capital utilization of each business, and uses this information as a part of the risk capital allocation process.
A solid framework is important, but successful risk management can only be accomplished when it becomes a central part of the portfolio manager's analysis of potential trades and portfolio construction. Continuous communication and collaboration with the investment teams, combined with an in-depth understanding of the portfolios, play a critical role in maintaining and strengthening our risk culture.
Whether you're an investor, entrepreneur, or institutional leader — Ozonix Capital is your partner for long-term success.