Our investment in ETG is a strategic move that aligns with our vision for meaningful impact and sustainable development. ETG is a global conglomerate with a diverse portfolio of expertise that spans agricultural inputs, logistics, food processing, and technology. Operating in 48 countries and employing over 7,700 people, the company offers verticals in areas like agri-inputs, consumer-packaged goods through Vamara, and risk management services via their EIRS platform featuring the technology-driven PURPLEWALLET.

A noteworthy facet of ETG is their commitment to uplifting farming communities. They have made strides in connecting smallholder farmers to international markets by establishing hubs in rural areas. Beyond this, they are tackling post-harvest losses through investment in processing plants and logistics, reducing these losses from 48% in the 1980s to 32% in 2018. Their focused initiatives have led to a network of millions of smallholder farmers across Africa, instilling confidence and creating opportunities for these farmers.

The synergy between ETG’s operations and our goals is undeniable. Their business is not just about profit but also about creating socio-economic stability, job prosperity, and a fair, equitable future. Their dedication to empowering women, educating farmers, and investing in youth development resonates deeply with our aim to make a lasting change and better people’s lives. This investment represents not just a financial decision, but a commitment to a more sustainable and equitable future.

The company operates in eight Southern African countries and focuses on five key areas: Warehousing & Distribution, Retail Execution, Strategic Retail Advisory & Partnerships, Retail Support Services, and Technology & Data. Their impressive half-year results show a 22.5% growth in revenue, highlighting the company’s strength and potential for scalability.

Investing in CA&S is more than just a financial decision; it aligns with our values and long-term goals. By solving complex supply chain issues and helping brands reach untapped markets, CA&S is effectively fueling economic growth in the Southern African region. We see this as an opportunity to participate in creating sustainable commercial ecosystems while earning substantial returns.

We’ve made a significant investment in CA&S Group, a Fast-Moving Consumer Goods (FMCG) service provider that operates across Southern Africa. CA&S offers end-to-end route-to-market services for leading international and local brands, ensuring their products not only reach stores but also end up in shoppers’ baskets. They specialize in warehousing, distribution, sales, in-store execution, and shopper marketing, among other key areas, effectively removing trade barriers for brands aiming to establish and grow their market presence.

The company operates in eight Southern African countries and focuses on five key areas: Warehousing & Distribution, Retail Execution, Strategic Retail Advisory & Partnerships, Retail Support Services, and Technology & Data. Their impressive half-year results show a 22.5% growth in revenue, highlighting the company’s strength and potential for scalability.

Investing in CA&S is more than just a financial decision; it aligns with our values and long-term goals. By solving complex supply chain issues and helping brands reach untapped markets, CA&S is effectively fueling economic growth in the Southern African region. We see this as an opportunity to participate in creating sustainable commercial ecosystems while earning substantial returns.

Bonnie Bio is a South African brand offering certified compostable alternatives to plastic products like cling wraps, refuse bags, cutlery, and straws. The products are made from natural ingredients and are certified biodegradable, decomposing in three months. This aligns with our goal of a sustainable future, particularly by reducing the 8 million tonnes of plastic dumped into oceans annually.

Our collaboration with Project Isizwe heralds a new dawn in democratizing internet access, with our pilot strides beginning in South Africa. Disrupting the customary payment edifice, Isizwe facilitates micro-transactions as affordable as R1, paving the way for pay-as-you-go internet services. This innovative venture not only fosters affordable and reliable connectivity but casts a spotlight on the often overlooked regions, ensuring inclusivity in the digital realm.

Nyami Berries is a leading producer and exporter of Oz Blu Berries in Brits, South Africa. The brand distinguishes itself through its exceptional quality and taste, bolstered by a strong online following. It also focuses on sustainability and transparency in its operations, resonating with our values of making a lasting positive impact.

Our commitment to medical innovation is evident through investments like Cardiol Therapeutics. By focusing on groundbreaking treatments and technologies, we continue to support advancements in healthcare that redefine the future of medicine.

We back industry disruptors at the forefront of technological evolution, such as Cloudflare, Fortinet, Kratos Defense & Security Solutions, and IONQ Inc. These holdings reflect our deep interest in digital transformation, the critical importance of cybersecurity, and the game-changing potential of quantum computing.

As global demand for sustainable solutions grows, we are invested in leaders like Uranium Energy Corp to align with the future of clean and renewable energy. Additionally, our holdings in Power Nickel Inc highlight our interest in materials critical to the green revolution.

We continue to champion technology-driven solutions with investments in leading innovators like Microsoft Corp, Meta Platforms Inc, Shopify Inc, and Palantir Technologies Inc. These companies are shaping the future of software, e-commerce, and artificial intelligence, demonstrating our commitment to driving digital transformation.

Our belief in the transformative power of blockchain is steadfast, with holdings in Solana (SOL/USD) stored in secure hot wallets. These assets demonstrate our confidence in blockchain’s ability to revolutionize global financial systems and create new opportunities for decentralized innovation.

The backbone of technological advancement lies in computing power, and we support this critical industry through investments in Advanced Micro Devices Inc. Our belief in the potential of semiconductors to power a tech-driven future is unwavering.