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Are you looking for portfolio diversification and investment optimization? We’re an absolute, high-conviction, returns-driven investment group.
Since 2001, we’ve been developing and investing in deep relationships that give us access to the private capital market. Our approach is based on building trust and credibility in partnering with high-quality management teams to build businesses over the long term. This presents hidden investment opportunities in a diverse range of key Nigeria’s economic growth sectors.
Our team’s extensive investment, corporate advisory, and consulting experience contributes to optimal business and portfolio performance. The active partnership approach we take and the governance framework we employ further ensure a greater appreciation of the portfolios’ optimal value potential realization outperforms the overall market over time.
The board of directors and management owns over 50% of the group and we strongly align with our investors to drive superior performance.
Underpinning our investment thesis, we have developed a well-structured, absolute return portfolio that provides equity-like returns whilst exhibiting minimal correlation to the listed equity and bond markets. We seek to invest in event-driven or value-driven situations that have been proven to be successful since 2010.
Rather than charging base or performance fees, we instead focus on enhancing the effectiveness of our partner firms’ operations via our added capability. This allows our portfolio to grow sustainably without unnecessary costs, leverage or financial engineering. With the board of directors and management owning over 50% of the group, we strongly align with our investors to drive out performance.
We have a strong focus on building long-term relationships with high-quality management teams, which provides access to hidden investment opportunities across various key Nigeria’s growth sectors. Our investment approach is for the long term as we believe it takes more than 3-5 years to realize the full potential of an investment.
SmartCom Investment management team and the board represent a significant portion of the capital table, ensuring adequate “skin in the game” and alignment with investors to drive out-performance of portfolio companies.
We facilitate portfolio diversification by providing investors exposure to private markets. This diversification strategy enhances the resilience of investors’ portfolios by reducing reliance on public markets and offering unique, uncorrelated investment opportunities, contributing to a well-balanced and diversified investment strategy.
Our selection criteria are based on in-depth market research across all sectors that gives rise to core investment themes. These investment themes guide us in our market outreach and are continually refined to include new sectors so that emerging trends and opportunities are captured.