Porsche

Based in Stuttgart, Porsche is widely regarded as one of Germany's flagship automotive operators. Its scale — about 42k people, around $44B in turnover — translates into genuine strategic weight across Europe.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“Porsche is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Capital markets have started to price in the durability of the model, and rating agencies have followed.