Our Approach
NGH’s investment strategy is built on a foundation of tactical, strategic, and opportunistic investing, allowing us to capitalize on high-value opportunities within the gaming sector. Our approach is unconstrained by asset class, industry, sector, security type, or geography, which enables us to remain agile in both stable and volatile markets. This flexibility allows us to navigate rapidly changing environments with discipline, capturing investment opportunities that traditional strategies might overlook. By investing dynamically and with conviction, we assemble a portfolio that is less correlated, strategically diverse, and designed to deliver value across market cycles.
Investment Strategy
Our investment strategy is driven by a commitment to uncovering differentiated opportunities within the gaming and entertainment sectors and includes a comprehensive understanding of current market trends.
Unconstrained Investment Focus
Our strategy moves beyond traditional asset classes and geographic limitations. We pursue investments wherever we see potential – whether in traditional gaming, online platforms, or ancillary sectors – with a focus on delivering less-correlated, lower-volatility portfolios.
Innovative Opportunities
Like Blackstone’s investment in Superbet Romania and Cirsa, or Apollo’s stake in Lottomatica, we target unconventional investments that disrupt traditional approaches to gaming and entertainment. These investments aim to capture emerging revenue streams and position us at the forefront of the gaming industry’s evolution.
Dynamic Responsiveness
Windows of opportunity open and close quickly. We act decisively, leveraging industry insight and agility to seize market shifts that are less visible to others. This adaptability has led us to explore high-potential investments, including those within the online gambling space, where innovations in mobile and immersive gaming are expanding consumer bases worldwide.
Unconstrained Investment Focus
Our strategy moves beyond traditional asset classes and geographic limitations. We pursue investments wherever we see potential – whether in traditional gaming, online platforms, or ancillary sectors – with a focus on delivering less-correlated, lower-volatility portfolios.
Dynamic Responsiveness
Windows of opportunity open and close quickly. We act decisively, leveraging industry insight and agility to seize market shifts that are less visible to others. This adaptability has led us to explore high-potential investments, including those within the online gambling space, where innovations in mobile and immersive gaming are expanding consumer bases worldwide.
Innovative Opportunities
Like Blackstone’s investment in Superbet Romania and Cirsa, or Apollo’s stake in Lottomatica, we target unconventional investments that disrupt traditional approaches to gaming and entertainment. These investments aim to capture emerging revenue streams and position us at the forefront of the gaming industry’s evolution.
Pre-IPO Focus
Our pre-IPO investment strategy provides the flexibility to engage with high-growth companies at a critical point in their lifecycle. Through strategic pre-IPO investments, we support companies as they prepare to enter the public market, maximizing value creation during this transformative phase.
- Funding for Expansion: We provide targeted capital to help pre-IPO companies build their market presence, optimize operations, and accelerate growth before public listing.
- Structured Portfolio Management: We guide companies through structured pre-IPO development, focusing on strategies that enhance operational efficiency, scalability, and strategic positioning.
- Exit Strategy Support: From IPO to alternative exit strategies, we work closely with our portfolio companies to optimize returns and deliver successful outcomes.
Growth & Expansion
NGH is deeply committed to the growth and expansion of our portfolio companies, leveraging insights into global trends and emerging markets to help companies capture new opportunities. Our focus on the booming online gambling market, projected to reach $95 billion in revenue in 2024 and up to $168.2 billion by 2032, positions us to drive significant growth across our portfolio.
- Global Market Insight: Through comprehensive market analysis, we stay ahead of trends such as the surge in online gaming, mobile integration, and immersive gaming experiences, helping our portfolio companies adapt and thrive.
- Expanding Reach: We assist companies in navigating regulatory landscapes, cultural differences, and local market dynamics to expand into high-growth regions.
- Long-term Growth Planning: We work with each company to develop tailored growth plans, from infrastructure expansion to product diversification, supporting our portfolio in reaching their highest potential.
Social Responsibility
Corporate responsibility is integral to NGH’s values, and we are dedicated to fostering an ethical and safe gaming environment. With responsible gaming, compliance, and community impact as central priorities, we contribute to a more sustainable and positive gaming industry.
- Responsible Gaming Initiatives: In partnership with our portfolio companies, we promote responsible gaming practices, such as self-exclusion options, spending limits, and access to support services for players.
- Regulatory Compliance: We emphasize the importance of strict regulatory compliance, working exclusively with companies that uphold the highest standards of transparency and ethical conduct across jurisdictions.
