Investment Philosophy

We believe in patient investing committed to building long-term value and returns. We do this through acquiring controlling or strategic stakes in businesses that demonstrate the ability to deliver on our objectives.

We focus on businesses in key sectors of the economy that we believe have the ability to deliver strong returns over a long period. We value businesses not only on their profitability and cash generating potential, but also on the quality of their management and market-leading positions.

Our investment philosophy has evolved with the growth of our portfolio, with the emphasis shifting to acquiring influential stakes that enables us to exert greater strategic and operational influence.

Our primary focus is on the infrastructure, food & agriculture, financial services, mining and energy and services sectors contributing to a well-rounded and diverse portfolio.

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  • Infrastructure
  • Food & Agriculture
  • Financial Services
  • Mining & Energy
  • Services

Mamba Cement

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Merensky Timber

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Imvelo Consortium

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WIPHOLD Agriculture

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Westfalia Fruit

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Sasfin Bank

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Old Mutual

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Sasol Mining

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Landis + Gyr

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Ntsimbintle Mining

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Bluespec

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Adcorp

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USB Executive Development

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