Portfolio Investment Criteria

The criteria noted below apply to the Fund on a macro level and provide guidance on the portfolio construction.

We like looking at companies looking for growth capital, with some of the following elements:

  • EBITDA range from R50m to R200m
  • EBITDA Sweet Spot of R100m
  • EV between R150m to R1 billion
  • Cheque size ranges between R50m to R250M
  • Equity stakes ranging from 26% to 51%
  • 20% IRR Net Return

We support companies trading in the following industries:

  • Healthcare
  • Education
  • Financial Services
  • Industrials
  • Retail and Consumer Services
  • Consumer Goods