Investment Objectives
Seeking opportunities for the benefit of all our stakeholders
At Capricorn we aim to generate superior returns for all our stakeholders through building an investment group with the ability to optimally leverage relationships within the greater group and external investment partners. We also focus on deploying investment strategies that target first-rate businesses which typically have one or more of the following attributes: successful management teams, scalable businesses, underserviced market segments or the ability to leverage into international markets.
Investment Approach
The rigorous approach that underpins our success.
At Capricorn, we seek high-growth investment opportunities that can be purchased at the appropriate price in the investment cycle. We look to take advantage of industry trends before they become widely appreciated. We have developed a rigorous approach to identifying and making investments that involves effective due diligence, strong expertise in transaction structuring and financing, a focus on strategic and operational improvements and the creation of formidable partnerships.
We seek to initiate friendly transactions and invest into and through networks. We acquire significant minority and/or controlling positions (varying from 25% to 80% equity interest) with the management team of Capricorn taking an active role in both the Principal and Advised Portfolio.
Critical to our success is building teams with sought-after intellectual property and having access to financial capital in South Africa and international markets.
We are not a fund and therefore have no time pressure to exit investments. We align our interests with our partners, enabling the development of sustainable relationships where decisions are made for long-term mutual value generation rather than short-term profit maximisation.
We have a strong focus on financial services where we can leverage our skills, relationships and networks. Our success in this sector is testament to the value we add to our underlying investments.
Investment Approach
The rigorous approach that underpins our success.
At Capricorn, we seek high-growth investment opportunities that can be purchased at the appropriate price in the investment cycle. We look to take advantage of industry trends before they become widely appreciated. We have developed a rigorous approach to identifying and making investments that involves effective due diligence, strong expertise in transaction structuring and financing, a focus on strategic and operational improvements and the creation of formidable partnerships.
We seek to initiate friendly transactions and invest into and through networks. We acquire significant minority and/or controlling positions (varying from 25% to 80% equity interest) with the management team of Capricorn taking an active role in both the Principal and Advised Portfolio.
Critical to our success is building teams with sought-after intellectual property and having access to financial capital in South Africa and international markets.
We are not a fund and therefore have no time pressure to exit investments. We align our interests with our partners, enabling the development of sustainable relationships where decisions are made for long-term mutual value generation rather than short-term profit maximisation.
We have a strong focus on financial services where we can leverage our skills, relationships and networks. Our success in this sector is testament to the value we add to our underlying investments.
Investment Positioning
Capricorn invests locally and offshore and in businesses at various life-stages, providing start-up funding through to expansion capital.
Value Creation
Sustainable partnerships where decisions are made for long-term mutual value generation, rather than short-term profit maximisation
Capricorn’s vision is to augment the lives of all its current and future stakeholders through the ongoing creation of value. Our expert areas of value creation in our investments include mergers and acquisitions, corporate finance, financial structuring, strategy development and execution, financial controls and reporting. Through a partnership approach to investing we create value for all of our stakeholders as follows:
Take an Active Role
We look to play an active role in all portfolio investments providing board supervision & strategic and operational support
Interest Alignment
We recognise the importance of aligning our interests with those of our shareholders, executive operational teams and investment businesses
Exclusive Access
Our strong relationships with corporates, family offices and investment banks allow us access to proprietary opportunities
Partners are Family
We partner with people for the long-term, ensuring our relationships are governed by our family values of trust, integrity and humility
Flexible Acumen
We combine our deep business expertise with an insistence on agility and openness towards new industries, technologies and opportunities
1+1 = 3
The whole is greater than the sum of its parts. Our approach of knowledge and network sharing creates ongoing value for all stakeholders