Investing with Resilience, Built for the Long Term
At Newlook Capital, we focus on what others overlook: boring businesses with brilliant fundamentals. Our strategy is grounded in recurring-revenue models, essential service sectors, and leadership with deep operational expertise. It’s a long-term approach designed not for hype, but for resilience.
Our two investment offerings — the Dental Fund and the Industrial & Infrastructure Services Funds III — embody this philosophy. These funds have delivered continuous, uninterrupted distributions since 2018, through some of the most turbulent years in recent memory.
Dental Fund: Over 6 Years of Consistency
Since November 27, 2018, the Newlook Capital Dental Fund has paid every scheduled distribution in full — without interruption.
Even during:
- The global pandemic and clinic shutdowns
- Interest rate hikes and economic volatility
- Policy shifts and changes in government
The Fund continued to deliver for its investors.
This remarkable consistency is driven by a diversified portfolio of Canadian dental practices — now more than 33 clinics strong — operating in a sector defined by predictable patient demand, regulatory stability, and recession-resistant cash flow.
“The Dental Fund continues to deliver stability in the wake of uncertain times. We are proud to give back to investors who believe in Newlook and our strategy.” – Sean Fontyn, Fund Manager, Dental
Industrial & Infrastructure Services Fund III: 7+ Years, 0 Missed Payments, 5 Special Distributions
Since June 18, 2018, IISF III has provided unbroken quarterly distributions, with no interruptions. In addition to meeting regular expectations, the fund has also paid out five special distributions, reflecting value created through strategic exits and strong operating performance.
These results stem from a deliberate investment strategy: acquiring compliance-driven service businesses that support critical infrastructure across North America. These companies offer dependable revenues, long-term contracts, and significant barriers to entry — ideal conditions for sustainable investor returns.
“Our Industrial & Infrastructure Services Fund III has proven that consistency is possible even through volatile markets. By focusing on compliance-driven, essential service businesses, we’ve built a portfolio designed to seek to deliver reliable results and create additional value for investors over the long term.” – Mike Harrison, Manager of Mergers and Acquisitions
Why It Matters
In unpredictable markets, predictable income is a differentiator. These funds show how sector focus, operational excellence, and strategic discipline can translate into long-term results:
The Investor Takeaway
Reliable distributions aren’t a fluke. They reflect the strength of the businesses we invest in — and the rigor with which we manage them.
For investors looking for stable income, proven performance, and long-term alignment, Newlook’s Dental and Industrial and Infrastructure Services Funds are a powerful example of what’s possible when private equity is built to last.
Disclaimer: Past performance is not indicative of future results. All investments carry risk, and returns are not guaranteed. Always speak with your Advisor before making any investment decisions.
