Research informs our decision making, fuels our conviction and distinguishes our offering. Everything we do is knowledge driven.
We believe by fully understanding the economic and investment cycles that businesses and investors face; we are able to provide situational and strategic solutions.
• Special Situations: Deep value investing in distressed or event driven situations. We act on behalf of clients identifying, valuing, acquiring and managing distressed assets. Our wide network with banks, institutions like ZAMCO, legal firms and advisory firms provides us with a large pool of distressed. We are also involved in opportunistic trading of fixed income securities.
• Direct lending: we identify sectors and companies that are able to add more debt onto their balance sheets as capital without straining their operations. Our strong credit research capability enables us to evaluate illiquid credit opportunities.
• Special Situations: Our deep value investing approach provides us with the ability to identify special situations for profiting. We focus on spin-offs, take overs, bankruptcy cases, event driven situations and other opportunistic investment cases.
The promise of infrastructure has never been this compelling. We seek to work with local authorities and companies without a balance sheet to fund their infrastructure requirements. Our strategy is to set up adaptive infrastructure vehicles that can direct capital in assets that offer downside risk protection, inflation linkage and liquidity. We seek exposure to infrastructure assets that are core to the economy and are irreplaceable in nature.
Mineral resources remain an important driver of economies in Africa. We pursue low to moderate risk operators across the value chain. We help provide opportunistic financing at different stages of mine developments and operations.