NVDA - Saltlight Capital Q1 2021 Letter

• SaltLight focuses on long-term opportunity sets within the South African and African public equity markets. We invest in emerging companies with the key characteristics of widening competitive advantages, exceptional management.
• We believe that we own the best of the South African opportunity set. Therefore, the majority of incremental capital in the fund is being deployed into global opportunities.
• NVIDIA is one of our portfolio companies that, we believe, has considerable potential.
• In April, Cartrack successfully relisted on NASDAQ and will be domiciled as a Singaporean company. Therefore, you will see a substantial decline in SA positions in the next quarter.

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