Selected investments.
A focused portfolio across sectors that compound over long horizons. We show selected holdings rather than every detail.
Education and learning
3 holdings- Open Learning Group
Higher education and learning infrastructure for South African students.
- Open Learning Technology
Technology platforms for distance and blended learning.
- KC Institute
Leadership and institutional development.
Digital and technology
3 holdings- Alphawave
Semiconductor IP and connectivity technology.
- Fibertime
Affordable fibre internet for South African townships.
- Phuthuma Nathi
Long-standing equity participation in media and broadcasting.
Healthcare and accommodation
2 holdings- Growthpoint Healthcare Fund
Healthcare real estate across South Africa.
- Growthpoint Student Accommodation Fund
Purpose-built accommodation for tertiary students.
Urban living
1 holding- Live Easy
Affordable urban rental housing.
Logistics and industrial
2 holdings- Cube Industrial
UK industrial property platform.
- Refiber
Recycling and circular materials.