PORTFOLIO

Our concentrated portfolio includes strategic investments in these strong businesses, acquired at a significant discount to intrinsic value, in which we act as an engaged shareholder to unlock value for all stakeholders.

Current Portfolio

Industry

First Invested

altron

Technology

2016

Adcorp

Staffing Services

2017

PPC Cement

Construction Materials

2017

Sun International

Gaming and Hospitality

2017

Metair

Automotive Components

2018

ADVtech

Education

2020

Lesaka

Financial Services

2020

Pepkor

Clothing Retail

2021

Tiger Brands

Packaged Goods

2022

Exited Investments

Industry

Exited

African Phoenix

Investment Holding Company

2019

Cashbuild

Building Products

2022

Grand Parade investments

Gaming and Hospitality

2022

Novus holdings

Packaging

2023