3i Group PLC Action Capital Markets Seminar Transcript
Thank you, operator. Good morning, and welcome to 3i's Capital Markets Seminar for Action's 2021 financial results. My name is Simon Borrows, I'm the CEO of 3i and Chairman of Action. Also on the line is Julia Wilson, CFO of 3i; as well as Hajir Hajji, CEO of Action; and Joost Sliepenbeek, CFO of Action. We plan to go through the Action presentation, which has been put on our website this morning.
This morning's Capital Markets Day is focused on Action. But before diving into that subject, I wanted to advise you that the non-Action 3i private equity portfolio continues to perform resiliently with good momentum across the portfolio as a whole as it emerges from 2 years of pandemic disruption. Inflation and supply chain issues will be a challenge this year, but the majority of companies in our portfolio have plans to mitigate these issues.
Our consumer and health care portfolios are continuing to trade well. And in recent months, we've seen a strong pickup in our travel-related investments, including Audley, arrivia, Scandlines
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