Investment Process
We operate a fundamental investment process rooted in proprietary consumer research, private equity like due diligence and bottom-up stock picking for both long and short opportunities.
Our addressable universe is comprised of consumer-centric global small / mid cap names. We identify opportunities via fundamental analysis (where we find deviations from intrinsic value) supported by in-house ‘democultural’ research (how is consumer behaviour changing and which companies are impacted).
Investment Team
Alexander Bruells
Prior to co-founding Builders Union, Alex was a private equity investor and head of EMEA financial services at Kohlberg Kravis Roberts (KKR) in London. Previously, he was a long / short equity investor at Goldman Sachs Investment Partners (GSIP). He started his career at Goldman Sachs Principal Investment Area (PIA). Alex is a graduate of WHU Koblenz and EM Lyon.
MARKUS BIHLER
Prior to co-founding Builders Union, Markus was a venture partner at Vertex (Temasek Holdings) in Singapore. Previously, he served as CEO of HappyFresh Group and Tirendo. He started his career as a private equity investor with The Blackstone Group and EQT Partners. Markus is a graduate of the University of Oxford.
LAURYNAS JANKAUSKAS
Prior to Builders Union, Laurynas was a corporate finance advisor at Perella Weinberg Partners in London. He is a graduate of the London School of Economics.
LINDA VOGGENREITER
Prior to Builders Union, Linda was Chief of Staff at HappyFresh Group and Tirendo. Previously, she was Global Head of Research at EQT. She is a graduate of the University of Munich.
operations team
JOE BAILEY
Prior to Builders Union, Joe was Head of Operations at Immersion Capital and Operations Manager at Whard Steward. He started his career as an actuarial analyst. Joe is graduate of the University of Southampton.
ANNA SPEYER
Prior to Builders Union, Anna worked for Christie's, London. She started her career in private galleries. Anna is a graduate of Sotheby's Institute and Queens University.
Our COMMITMENT
UN PRI
Builders Union is a proud signatory of the PRI and have committed to their principles for responsible investing.
B Corp
We support the global BCorp movement. The idea that for-profit organisations can do good for more than their shareholders: for employees, local communities and the environment. We are proud to join the ranks of Generation Investment Management, Patagonia, Ben & Jerry's and 2,300 other global companies in the quest for leaving the world better than we found it.
FOUNDERS PLEDGE
Builders Union is committed to the Founders Pledge.
Contact
Builders Union LLP
35 Soho Square
W1D 3QX
London
hello@buam.com
+44 (0) 203 9585 600