PORTFOLIO & HOLDINGS

A diversified portfolio engineered for resilience and compounding.

From listed indices to founder-led startups, every holding earns its place through fundamental conviction.

Listed investments

LISTED INVESTMENTS
US / EU / Asia

Global Equity Index

Diversified exposure to large-cap, multi-sector indices.

JSE Top 40

Local Blue Chips

Core South African listed equity allocation.

Global

Income ETFs

Investment-grade fixed income and dividend ETFs.

Global

Sector Funds

Tactical exposure to technology, healthcare, energy.

Private companies

PRIVATE COMPANIES
Sub-Saharan Africa

Operating Holdings

Wholly-owned operating subsidiaries across services.

Pan-African

Strategic Partnerships

Minority stakes in growth-stage private enterprises.

Saas & ai ventures

SAAS & AI VENTURES
Global

Enterprise SaaS

Vertical software platforms with strong unit economics.

Global

AI Infrastructure

Foundation-model tooling and applied AI startups.

Africa

GovTech Solutions

Digital transformation tooling for public institutions.

* Portfolio composition shown for illustrative purposes. Specific holdings, weightings and counterparties are not disclosed publicly. Information does not constitute investment advice.