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Altamir — Investor Relations & Filings

Ticker · LTA ISIN · FR0000053837 LEI · 969500U4BPYFRAOQ3Z75 PA Financial and insurance activities
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Filings indexed 501 across all filing types
Latest filing 2021-03-10 Interim / Quarterly Rep…
Country FR France
Listing PA LTA

About Altamir

https://www.altamir.fr/en/

Altamir is a listed private equity company founded in 1995 that provides shareholders with access to a diversified portfolio of unlisted companies through funds managed by Apax Partners and Seven2. The company's investment strategy focuses on buy-out and growth capital transactions, targeting majority or lead positions in high-growth businesses across four core sectors: Tech & Telecom, Services, Healthcare, and Consumer. Altamir invests in companies across Europe and North America, including privately-held businesses, divisions of larger corporations, and undervalued listed companies. Its primary objectives are to grow its Net Asset Value (NAV) per share, outperform relevant market indices, and maintain a sustainable dividend policy for its investors.

Recent filings

Filing Released Lang Actions
Significant growth in Altamir's NAV (13.7%) and robust activity in 2020, against the background of the Covid-19 crisis
Interim / Quarterly Report Classification · 1% confidence The document is a detailed financial update from Altamir for the fiscal year 2020. It provides comprehensive financial data, including Net Asset Value (NAV), portfolio performance, investment/divestment activity, cash position, and dividend proposals. It is not a mere announcement (RPA) because it contains substantive financial tables and detailed analysis of the company's performance. It is not a full 10-K (Annual Report) as it is presented as a summary of highlights and performance metrics rather than a full statutory annual report filing. Therefore, it is classified as an Interim/Quarterly Report (IR) equivalent, as it provides the substantive financial reporting for the period. FY 2020
2021-03-10 English
Croissance significative de l'ANR d'Altamir (+13,7%) et activité soutenue en 2020, dans le contexte de la crise sanitaire liée au Covid-19
Earnings Release Classification · 1% confidence The document is a detailed financial summary dated March 10, 2021, covering the performance for the year ended December 31, 2020. It includes key financial metrics like ANR (Actif Net Réévalué), EBITDA, investment/divestment activity, balance sheet details, dividend proposals, and future outlook. This structure strongly indicates a comprehensive annual review of financial results and business operations. Although it is not explicitly labeled '10-K' (which is the SEC filing equivalent), in a non-US context, a comprehensive annual report detailing full-year performance, often released before the formal AGM, aligns best with the 'Annual Report' category (10-K) or potentially an 'Interim Report' (IR) if it were only semi-annual. Since it covers the full fiscal year (2020) and provides extensive performance analysis, it functions as the company's primary Annual Report document, even if it's a press release version. Given the depth of the full-year financial review, 10-K is the most appropriate classification for a comprehensive annual performance document. FY 2020
2021-03-10 French
Robust business activity, despite the public health crisis
Earnings Release Classification · 1% confidence The document is a press release from Altamir dated 4 February 2021, detailing investment and divestment activities for the fiscal year 2020. It provides a summary of business performance, portfolio composition, and upcoming financial reporting dates. It is not a full annual report (10-K) or a formal interim report (IR) containing full financial statements, but rather an earnings-related release highlighting key operational and financial metrics. Therefore, it is classified as an Earnings Release (ER). FY 2020
2021-02-04 English
Activité soutenue en 2020, en dépit de la crise sanitaire
Earnings Release Classification · 1% confidence The document is dated February 4, 2021, and provides a detailed summary of Altamir's investment and divestment activities for the full year 2020, including specific figures for investments (€115.0M), divestments (€162M), and the composition of the portfolio as of December 31, 2020. It discusses fundraising for Apax X LP and provides a forward-looking schedule for the next Net Asset Value (ANR) announcement on March 10, 2021. This content structure—a comprehensive review of the past fiscal year's performance, investments, and portfolio status—is characteristic of an Annual Report (10-K) or a detailed Interim/Quarterly Report (IR). Since the text covers the full year 2020 and is highly detailed regarding financial activities, it strongly suggests a comprehensive annual review. However, the document is presented as a press release summary (dated Feb 4, 2021) announcing the year's activity, rather than the formal, audited 10-K filing itself. Given the detailed financial review covering the entire year, it is most likely an Interim Report (IR) if it were for a half-year, but since it covers the full year's performance and is not explicitly labeled as a 10-K, it functions as a detailed financial update. In the context of the provided definitions, a comprehensive report covering a full fiscal year's performance, especially one detailing investments and divestments, aligns best with the scope of an Annual Report (10-K) or a detailed Interim Report (IR). Since it summarizes the full year 2020, and is not explicitly an 'Earnings Release' (ER) which is usually just highlights, it leans towards a comprehensive report. If this were the actual 10-K, it would be classified as 10-K. If it is a detailed report for a period shorter than a year, it's IR. Given the context of a press release summarizing the *entire* year's activity (2020) and mentioning the upcoming ANR date (31/12/2020), this document is functioning as the primary communication of the annual results, which often precedes or summarizes the formal 10-K filing. However, without the formal regulatory header or explicit mention of being the 10-K, and given its format as a news release detailing performance, it fits the description of a comprehensive report for a period shorter than a year (if we consider the reporting cycle leading up to the final annual filing) or an Earnings Release (ER) if it were just highlights. Since it contains substantial detail on investments, divestments, and portfolio structure, it exceeds a typical ER. It is most closely aligned with the comprehensive nature of an Interim Report (IR) summarizing the year's performance, or potentially a precursor to the 10-K. Given the depth, I will classify it as an Interim Report (IR) as it is a detailed financial summary, even if it covers the full year, often used interchangeably with annual summaries released before the final 10-K. FY 2020
2021-02-04 French
Altamir announces the partial sale of its shareholding in Expereo, a company held through the Apax France IX fund
M&A Activity Classification · 1% confidence The document is an announcement from Altamir regarding the partial sale of its shareholding in Expereo to Vitruvian Partners. This transaction involves a change in ownership structure and the acquisition of a majority stake in a portfolio company. This clearly falls under the category of Mergers & Acquisitions (M&A) activity, which corresponds to the Takeover/Acquisition/Restructuring (TAR) code. It is not a standard periodic report (10-K, IR), an earnings release (ER), or a management discussion (MDA).
2021-02-02 English
Altamir annonce la cession partielle de sa participation dans la société Expereo, détenue via le fonds Apax France IX
M&A Activity Classification · 1% confidence The document text announces a significant corporate transaction: Altamir is selling part of its stake in Expereo to Vitruvian Partners, with Apax Partners remaining a minority shareholder. This involves a change in ownership structure and investment portfolio activity. This type of announcement, concerning mergers, acquisitions, or major stake transfers, directly aligns with the definition of M&A Activity (TAR). It is not a standard financial report (10-K, IR), an earnings release (ER), or a management discussion (MDA). Given the subject matter, TAR is the most appropriate classification.
2021-02-02 French

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