Strengthening our longstanding focus on value creation
Partnering more deeply with portfolio companies to activate value
At a glance
- In 2025, Ontario Teachers’ unified our value creation and portfolio management professionals across private investment platforms into a single, elevated function: the Portfolio Solutions Group (PSG).
- PSG brings together operator-level expertise, a global perspective across 60% of assets under management, and direct alignment with deal teams.
- Highlighted in this article are three examples of collaborative value creation efforts between PSG and the deal teams within our investment departments to support our portfolio companies.
Value creation is a core driver of investment returns and portfolio resilience. In 2025, we unified our value creation and portfolio management professionals across private investment platforms into a single, elevated function: the Portfolio Solutions Group (PSG). This integration represents a purposeful shift from a decentralized advisory model embedded within the asset classes to a standalone platform that partners more deeply with portfolio companies to activate value, accelerate growth, and enhance long-term performance.
PSG brings together operator-level expertise, a global perspective across 60% of assets under management, and direct alignment with deal teams. With value creation specialists and portfolio management professionals, PSG delivers greater focus, analytical rigor, and repeatable value creation across the full asset lifecycle. This structure enables earlier engagement, clearer accountability, and more consistent value creation from underwriting through exit.
Portfolio Solutions Group
Coverage for
60%
of total assets under management
Global team specialized in value creation & portfolio management
In North America, we manage
$108B
in PSG-covered assets.
Value creation efforts highlighted below are a collaborative effort between PSG and the deal teams within our investment departments.
Examples in 2025 include:
Sahyadri Hospitals
Sahyadri Hospitals is the State of Maharashtra’s largest corporate hospital network, operating 10 hospitals. Our team partnered with senior management early during our ownership to co-design an expansion roadmap, enhance clinical capacity, and modernize digital infrastructure. This enabled accelerated growth, stronger patient access, and improved operating outcomes. The results were talent upgrades, increased bed capacity, earnings growth and value delivered value through strategic mergers and acquisitions activities.
Arterra Wines Canada
We supported Arterra through significant industry and regulatory changes to maintain its position as Canada’s largest domestic wine player. PSG partnered with the leadership team to reinforce pricing discipline, and unlock supply-chain productivity across core operations. Targeted policy engagement and channel expansion efforts helped protect market share and accelerate direct-to-consumer growth. Together, these initiatives strengthened brand competitiveness, improved margin resilience, and sustained Arterra’s long-term leadership in a maturing category.
Connexa
In 2022–2023, we acquired two of New Zealand’s three largest towers platforms and merged the businesses into a standalone entity, Connexa. Value creation initiatives were prioritized from day one and our value creation professionals built the full operating foundation—leadership, systems, and commercial discipline—to position the company to grow its network at scale. Today, the business is the largest tower company in New Zealand, poised for continued expansion.
"My experience working with Ontario Teachers’ over the last three years has been nothing short of outstanding. They're a very purpose-driven, value-centered organization that brings a wealth of international experience built up over decades across a broad range of asset classes and brings that experience to amplify the value of your business."