• Andrew Grill

Navigating the uncertain

At Namier Capital Partners front of mind for us right now is helping our clients navigate the challenges we’re all facing.

We looked at the impact of COVID-19 on our portfolio companies and the methodology employed by our colleague Volker Sydow may be of use to other companies.

We grouped our portfolio companies into industry categories to apply a risk score to each industry based looking at the impacts of COVID-19 now and into the future. Next we looked at the current impacts such as liquidity issues, oil prices, advertising & consumer demands and short term actions, such as exploring M&A, increasing digital marketing spends etc.

We then took a view on the opportunities for these companies when the COVID-19 impacts have subsidised, and how these companies might be placed.

From this we then looked at immediate actions we could take or recommend, ranging from fundraising, M&A, securing strategic partners & clients through our deep industry contacts.

We examined how COVID-19 will change behaviours in industry segments where we might be able to influence the outcomes, and how we can help portfolio companies rapidly reassess and reconfigure their corporate strategies.

If you think you could benefit from our advice and insights, please get in touch with one of our team.

Recent Posts

See All

Pivoting to digital

When we’ve run out of adjectives to describe this ‘unprecedented’ time - we will still have a business to run and staff to pay - so what can you do now? How can we pivot to digital when we can’t acces


Click here to read our Privacy Policy.



This web-site has been produced by Namier Capital Partners Limited (“Namier Capital”), an Appointed Representative of Connexion Capital LLP ("Connexion"), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (the "FCA"), appearing on the FCA register under No: 480006. The investment products and services of Namier Capital and Connexion are only available to professional clients and eligible counterparties; they are not available to retail (investment) clients. This web-site does not form or form part of any offer to issue or sell or the solicitation of an offer to subscribe for or purchase any investment nor does it constitute investment advice. This web-site does not constitute an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not authorised or to anyone to whom it is unlawful to make such a solicitation. Viewers should inform themselves of and observe all applicable laws and regulations, including any taxation or exchange control legislation, which may be relevant in connection with any investment before considering the purchase of any such investment. The value of investments may go down as well as up and past performance is not necessarily a guide to future performance. The information and opinions contained herein are for background purposes only and do not purport to be full or complete and the forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. The information herein reflects prevailing conditions and the judgment of Namier Capital as of this date, all of which are subject to change. Although Namier Capital has taken all reasonable care to ensure that the information contained within this document is accurate at the time of publication, no reliance may be placed for any purpose on the information or opinions contained herein or their accuracy or completeness and no representation, warranty or undertaking, express or implied, is given as to their accuracy or completeness by Namier Capital or Connexion. Neither Namier Capital nor Connexion accept responsibility or liability for any losses, loss of profit, direct or indirect or other consequential losses or other economic losses suffered by any person arising from reliance upon any information, statement or opinion contained herein accordingly. Neither this web-site nor any information contained therein may be reproduced, redistributed or published, in whole or in part, for any purpose.


By accessing this web-site, you confirm that you are not a “U.S. person” as defined in Regulation S under the U.S. Securities Act of 1933, as amended.


Furthermore, you confirm that you are not a person who would otherwise by prevented by local laws or regulations from accessing Namier Capital’s or Connexion products in the jurisdiction in which you are located.


The offering, sale and/or distribution of any of the products or services described on this website is not intended in any jurisdiction to any person to whom it is unlawful to make such an offer, sale and/or distribution, including the United States. If you intend to obtain any product or service from Namier Capital or Connexion that is described on this web site, you must first inform Namier Capital and Connexion whether you are a US Person or if you would not be allowed to obtain such products or services from Namier Capital or Connexion in your home jurisdiction.


Copyright © 2020 Namier Capital Partners Limited. All Rights Reserved.

Namier Capital Partners Limited is an Appointed Representative of Connexion Capital LLP, which is authorised and regulated by

the Financial Services Authority in the United Kingdom.  Copyright © 2019 Namier Capital Partners Limited. All Rights Reserved.