Services

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Investment strategy

The investment strategy of the Company will entail the following:

  • To grow a portfolio of equity unconstrained by any particular market or sector, in unlisted businesses, that will generate above average returns on capital for the Company.
  • To apply a hands-on investment approach, in order to assist management teams and to provide strategic input, without assuming direct operational responsibility
  • To apply a flexible investment approach relating to the timing and duration of investments
  • To actively engage with investee companies in relation to their corporate activity and other strategic initiatives
  • To leverage the existing network to create a unique, well-diversified investment vehicle

Sectors and geographies

Ikoni Capital will hold investments in these core areas:

  • Industrials and Support Services
  • Financials
  • Disruptive opportunities across all markets. This may comprise an investment in any business (typically technology related) in the process of creating a new market or value network with the potential to displace established market leaders
  • Media
  • Agriculture
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Ikoni Capital will initially invest in South African based investments, whilst retaining the ability to over time invest in foreign based investments which may or may not have established operations within South Africa.




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Ikoni Capital will

The investment strategy of the Company will entail the following:

  • Acquisitions
  • Seek to invest in growth and early-maturity stage businesses in which management teams remain equity incentivised throughout the investment life cycle
  • Establish primarily large minority equity holdings, but retain the ability to hold majority holdings, particularly during the initial stage of the investment
  • Not retain operational management of its investees for prolonged periods, but will hold the ability do so during the initial stage of the investment or as is deemed necessary from time to time
  • Seek board representation within its investees’ reporting structures without establishing board control for prolonged periods of the investment cycle
  • Hold investments without pre-determined realisation periods
  • Exit investments in the event of:
    • Protracted periods of under-performance relative to criteria set by management depending on the nature, sector and stage of the investments
    • Receipt of unsolicited offers at materially higher values than attributed by Ikoni Capital
    • Availability of alternative investments with substantially superior returns