Cost OptimizationThe newly appointed external management team at Eataly has implemented a cost optimization strategy, leading to a remarkable boost in productivity and a recovery in profitability.
Financial PositionAll portfolio companies maintain strong financial positions, with many holding cash reserves that position them well to seize both organic and external growth opportunities in 2025.
Market OpportunitiesThe current discount on dynamic NAV offers an enticing entry point for investors with a mid-term investment horizon.