NVDA - Saltlight Capital Q2 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 and dominance in their niche markets.
• We’ve utilised this buoyancy to reposition the portfolio outside of South Africa and into global opportunity sets that we’ve been working on over the last few years.
• Much of our capital reallocation was deployed in increasing positions in US technology (Facebook and Twitter) as well as further deployment to Alibaba in China.

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