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Tau Transformation Fund, L.P.

Cayman Islands

Last updated 12 May 2020, by Impactyield.

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TAU is a private equity firm established to generate above-market returns by radically upgrading global supply chains. TAU seeks to increase manufacturers’ profitability and scale, improve the lives of workers and the environment, and deliver superior returns to investors.

TAU’s top-down/bottom-up approach engages brands and retailers in order to identify investable suppliers and provide a secure market for companies post-investment, while implementing a comprehensive operations strategy designed to enable investee companies to become strongly profitable and sustainable industry leaders. TAU’s first focus is on strategic minority investments in the Asian textile and apparel industry and related technology solutions, and we have built a proprietary deal pipeline of 25 potential investee companies. Our focused investment approach aims to deliver on transformational operating/business plans, governance rights, Western-standard compliance, and annual dividends, in order to create strong exits through secondary sales, roll-ups, or listings.

TAU is raising $500 million for its textile and apparel strategy, with potential additional focus on footwear and home goods and sidecars for investors wishing to commit larger amounts.



Financial description

The Fund’s investment objective is to generate value by making opportunistic investments in equity, equity-oriented or debt securities of high-growth and/or underperforming companies. The General Partner expects a majority of the Fund’s investments to be strategic minority stakes in unlisted companies. The Fund’s investment focus is the garment/textile industry in South and Southeast Asia, with potential additional focus on home goods and footwear.

12 years

of track record

2012

the year funded

500,000,000 USD

AUM

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Asset manager

SDG goals

SDG targets

Equal rights to ownership basic services technology and economic resources

Encourage companies to adopt sustainable practices and sustainability reporting

Expand and upgrade energy services for developing countries

Full employment and decent work with equal pay

Increase access to financial services and markets

Key performance indicators

Fund overview

Asset manager: TAU Investment Management

Product track record: Fund has 12 years of track record

Target IRR: 15%

Committed Capital: 0 USD (US Dollar)

Target return category: Risk-adjusted market-rate of return

Fund domicile:

Product status:

Style/Stage: , ,

Inception year: 2012

Vintage year: n.a.

Target region: , , ,

Target close date: 01/12/2014

Product term: 8 years from the Final Closing of the Fund, subject to two consecutive one-year extensions

Assets under management: 500,000,000 USD (US Dollar)

Investment size: Min: 15,000,000; Max: 40,000,000; Avg: 25,000,000

Co-investment policy: ,

Currency of investments:

Currency for fund / product figures:

Fund investments to date: 0

Fund investments to date exited or repaid: 0

Management fee: 2%

Carried interest: 20%

Hurdle rate: 8%%

GIIN Investors' Council Investment: No

Limited Partners / Investors: Alexander Soros, founder of Soros Brothers Investments; Jerry Yang, Yahoo co-founder; Global Emerging Markets Group (GEM)

Limited Partner / Investor Type: Development Finance Institution (DFI), Endowments/Foundations, Family Office, Pension Funds, Other Institutional Investors

Contact

E-mail: n.a.

Website: http://www.tau-investment.com

Phone number: 1 (646) 797-4700

If you wish to have your details removed from this database please email gdpr@impactyield.com


Joanna O’brien

Investor Relations

Lauren Weiniger

Chief of Staff

Impact Performance

n.a.

Impact thesis

TAU is investing in capitalist solutions to capitalism’s failures, with a transformation strategy that will deliver significant positive environmental and social impacts alongside financial returns.
Global supply chains are in crisis. Decades of outsourcing and offshoring have reduced costs for corporations, but have also brought calamitous risks and inefficiencies. In the "race to the bottom," a garment factory collapse kills hundreds of workers and throws an entire industry into turmoil; toxins in Chinese baby formula, or oil spills in American waters, grossly undermine public trust in brands and result in harsh regulation. Quality suffers, productivity stagnates, and workers and natural environments are degraded or even destroyed. These failures have a moral color, but their effect is also to sap profits and siphon value. Modern production systems are teeming with turnaround opportunities, but to date, investors have not seized upon them.
Tau changes that. Tau invests directly in unsustainable suppliers, bringing the capital and expertise required to turn them into the leading sustainable competitors operating at scale in their industries. The firm then slots these transformed suppliers into the supply chains of major global brands, creating improved transparency and performance across the supply chain while achieving above-market returns.

Impact Management

n.a.