Capital and Wealth Preservation
Our investment criteria is built around a primary prerequisite of capital and wealth preservation. This requirement enable us to ensure that we will not consider high risk or investments without reasonable collateral or guarantees. Our Real Estate investments are usually backed by the underlying assets themselves. When investing in growth opportunities or companies we look for cash flow, liabilities of the company and assets and examine risks to ensure a minimal exposure of our investments with such opportunities
Investment Criteria — Growth
| Minimum EBITDA | $1 million |
| Equity Investment | $3 – $70 million |
| Transaction Types | Growth Equity Recapitalizations |
| Focus | Growth Opportunities US and EMEA countries (primarily: Tunisia, Egypt) |
Investment Criteria — Real Estate
Our investments criteria in Real Estate are relationship and track record based. We invest with companies with proven track record of providing a solid return on investment. All real estate investment we consider must come with asset protection features which allow us to protect our investments and our investors funds.
Investment objective and policy
The investment objective of the Company is to preserve wealth and generate long term capital gains through investment in a diversified portfolio of companies with a primary focus on a niche of real estate and growth opportunities. Our multi-sector approach is a based on a strong belief that growth opportunities are present in a variety of sectors.
The company may also hold direct holdings, as auxiliary part of its portfolio in hedge funds, private equity funds and investment funds offered exclusively through its strategic alliances in the US and EMEA
Philosophy of the Company and Strategy for Investment
The philosophy of the company is to primarily align its investment criteria with wealth preservation and growth opportunities within the United States, Tunisia, Egypt and other EMEA countries. Tunisia and Egypt are undergoing challenging however opportune transformations. Each country is uniquely positioned to enable foreign direct investment and growth capital. It should be stressed that this philosophy will be pursued subject to an overall capital preservation and profit objectives.
The company and its funds will focus on the acquisition of interests in privately held companies but with the aim of achieving the realization of value for our limited partners, in excess of stock market returns, through an innovative combination of long term ownership, sale, joint venture, and/or separate listing.
The company will seek to maximize returns by private equity investments but with recognition that other investments (principally guaranteed return securities) will be required during the process of identifying of initial and ongoing opportunities. In the main, the company will invest in and support privately held enterprises which offer the prospect of high capital growth over the long-term (ranging from three to ten years) but in combination with appropriate strategies to lock in achieved growth in those investments.
Infrastructure development is on the top priority of Tunisia and Egypt. Tunisia tends to have opportunities in manufacturing, technology and business services, while Egypt aside from infrastructure related opportunities benefits from a population of 90 million creating a great opportunities for consumer goods and services. All countries also benefit from a well-structured exit environment through public offerings or sale to bigger companies. In US market the company is focused on capital preservation and growth opportunities in real estate, services and manufacturing
The Fund’s structure will be predominately traditional private equity however consideration will be given to fund diversity where these provide an appropriate mix to support the private equity business. Consideration will be given to a small advisory business to help facilitate the deal flow.
In particular the Fund will target businesses that are lower profile, particularly “family owned” operations where we identify that there are potentially greater opportunities for improvement than exist in larger companies. It is, however well recognized that these are typically more difficult to negotiate and have a longer lead time to develop relationships.
Within the target industries the Fund will identify specific investment opportunities. This process will, however, not be to the exclusion of significant opportunities identified outside this range of industries. The significant contact base of the directors of the Fund Manager will be invaluable in identifying appropriate investment opportunities for consideration by the Fund