- 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.
- If we had to summarize our perception of the first two years of the 2020’s decade, our impulse is to go with: change and chaos.
- We’d caution investors to not let their heart rates go up too high.
- We believe that the long-term outlook for ‘winning’ marketplacemodels is highly attractive.
For further details see:
Saltlight Capital Q4 2021 Letter