The equity portion of our portfolio aims at providing long term capital appreciation by investing in undervalued high quality stocks. We seek absolute returns, and thus are not invested 100% of the time.

We invest in companies with a strong business franchise and outstanding financials. We look at out of favour industries and countries in order to benefit from high yields with good risk adjusted returns. We are invested 100% of the time.

We invest in income producing real assets. Our main focus is on real estate and agriculture.
We also have interest in short distribution channels of agricultural products, import / export businesses and fintech.