he objective of our Africa investment strategy is long-term total return. We pursue this objective through both capital appreciation and investment income.
We employ a bottom-up company-by-company approach to portfolio construction, taking into account such factors as competitive advantage, growth rate, valuation, profitability, management skill and accessibility, currency risk and political risk. We focus primarily on sub-Saharan Africa, where we believe the best opportunities are located. Specifically, we believe robust, well-run businesses exposed to the growth in South Africa, Ghana, Nigeria, Senegal, Kenya, Tanzania, Ethiopia, Botswana, Mozambique, Zambia, Namibia, Angola, and Côte d’Ivoire particularly warrant our investment consideration.
We invest in any sector in which we find opportunity and we are unconstrained in terms of company size.
Several sectors that we believe are particularly attractive for investment are:
- Consumer Goods
- Health Care
To request more information, please contact us today.