OUR STRATEGY
One Hagne & Heman
We are building an integrated platform to create value across our two core strategies
Our goal is to bring the full suite of our capabilities, expertise, technological infrastructure, and global network to every investment across sectors and geographies.
We evaluate opportunities through the lens of long-term platform value creation, leveraging deep local market knowledge, value chain expertise, strategic partnerships, and disciplined execution to build scalable businesses and resilient market systems in emerging economies.
Hagne
Our Hagne strategy is dedicated to micro, small and medium-sized enterprises (MSMEs) and inclusive market systems. Our core approach involves embedded operational support and high-velocity working capital deployment.
Heman
Our Heman strategy focuses on building and scaling large businesses and strategic infrastructure platforms across five core verticals and three enabling horizontals
Profitable and innovative value creation where it matters most
We are committed to catalyzing systemic, sustainable transformation in developing economies by investing in high-impact sectors that underpin long-term growth and resilience.
We bring fresh, cutting-edge thinking to age-old problems, challenging legacy solutions with profitable innovative financing models and growth strategies.
We focus our investments on
SYSTEMIC DRIVERS—
Problems that are at the core of society's social and economic deficiencies
Shifting trends in global economic integration presents strong growth opportunities for emerging markets
We maintain a disciplined focus on structural shifts in global economies and geopolitics, assessing their implications for emerging markets and translating them into actionable investment insights for emerging markets.
At Hagne & Heman, we create value for our investors by anticipating the themes shaping these shifts and deploying capital based on a differentiated view of how they drive outcomes across core and adjacent value chains.
Select themes:
Developing economies require significant investments in capital-intensive assets to reach their growth ambitions
We strive to identify unique capex-heavy opportunities and business models that have enduring value in their local markets. We also develop innovative financing solutions to target opportunities that do not require heavy capital investment or where we can shift the capex burden to other stakeholders within the value-chain.
We are focused on adopting a cutting-edge approach that allows us to build highly impactful enterprises that transform their respective value chains through their scale while optimizing real value drivers and core capabilities.
Industries thrive when there are large anchor players within critical value chains
Hagne & Heman aims to build scalable enterprises into vital anchor players within their respective value chains. Emerging market economies frequently suffer from excessive fragmentation – too many small businesses operating at low productivity and limited scale. Despite the enormous impact of small businesses in emerging economies, the absence of efficient large-scale anchor players severely constrains long-term growth.
Our goal is to build anchor firms that stabilize their value chains during shocks, drive innovation and sustainability, and act as natural catalysts for cluster development. The enterprises we seek to build will deliver critical economies of scale, superior productivity, advanced technology adoption and deeper capabilities to achieve structural transformation, sustained productivity gains, and successful global integration.
The future belongs to emerging and frontier markets
At Hagne & Heman, we believe there has never been a better time to invest in developing economies. This is a well-founded optimism fueled by three key factors:
Geopolitics and deglobalization
The continuous threats towards deglobalization and reshoring carry enormous opportunities for free-market economies in Africa, Latin America & the Caribbean, and parts of Asia.