PBI

Investor Relations

Privately held, and intending to remain so.

This page is provided for information only. PBI deploys its own capital and is not offering securities, raising funds or accepting external investment.

Philosophy

How the group invests

PBI is a privately held investment group. Capital deployed by the group is its own, and the mandate is set by the Executive Committee rather than by an external mandate letter.

The group prefers positions it can hold for a long time, in areas where it can be a useful partner. Where the group cannot be useful, it prefers not to participate.

Activity is not the objective. Periods without deployment are considered normal and are not treated as a performance issue.

Investment verticals
Four
Strategic initiatives
Two
Executive positions
Six
Governance review cycle
Annual

Governance

How decisions are made and recorded

Executive Committee

Six executive positions with written responsibilities. All capital deployment is approved by the committee, with final approval reserved to the Chief Executive Officer.

Review cycle

Positions are reviewed annually. Proposed deployments are subject to pre-committee review, extended to all proposals in 2025.

Record keeping

The corporate record is held by the Chief Operating Officer. Records prior to the formalisation of governance are incomplete.

Advisory input

The AI contributes written observations in advance of committee meetings. Divergence between the committee's view and that input is recorded.

Documents

Corporate reporting

  • Annual Review

    2026

    In preparation
  • Annual Review

    2025

    In preparation
  • Governance Summary

    Current

    In preparation

Questions

Frequently asked

Is PBI accepting external investment?
No. PBI is privately held and deploys its own capital. The group is not offering securities, not raising funds, and not accepting external investment.
How does PBI define its mandate?
The mandate is intentionally broad across capital, mobility and technology. It is narrowed in practice by the standard applied before capital is committed.
How are opportunities assessed?
Origination sits with the Chief Business Development Officer, technical assessment with the Chief Technology Officer, and financial review with the Chief Financial Officer. Approval is a committee decision.
Does PBI publish performance figures?
No. The group does not publish returns, valuations or portfolio-level financial information.
What is Orb Technology?
A long-horizon strategic field sponsored by the Chief Technology Officer. Public disclosure regarding it is deliberately restrained.
Who should I contact?
Investor-related enquiries should be directed to the investor relations address listed on the contact page.

Nothing on this page constitutes financial advice, a recommendation, or an offer to buy or sell any interest. Investor-related correspondence should be sent to investor.relations@phatballs.example.

Investor-related enquiries are answered by email.

Write to the investor relations address and the enquiry will be directed to the relevant executive position.