Investment Strategy

CREATE KEY PILLAR ASSETS IN CHOSEN SECTORS

  • KTH to become key shareholder of reference.

BROAD-BASED BLACK ECONOMIC EMPOWERMENT INVESTOR OF CHOICE IN SOUTH AFRICA

  • Maintain a significant shareholding in investee companies
  • Be an active investor, driving transformation in investee companies.

PORTFOLIO MIX WEIGHTED TO SCARCE AND/OR UNLISTED INVESTMENTS

  • Seek significant influence in fewer, larger assets.
  • Aim to hold a greater portion of unlisted investments, to create scarcity value in the portfolio.

INCREASED PAN-AFRICAN EXPANSION

  • Drive direct pan-African focus as well as indirectly through portfolio companies.

SUPERIOR PORTFOLIO GROWTH

  • Develop a mix of cash generative and growth assets
  • Focus on delivering superior growth and returns to shareholders
  • Active portfolio management a key focus to drive shareholder value.