The Silk Africa Lions strategy invests in listed securities across the entire African continent. We invest in small ¨C mid cap consumer focused companies with successful local business models who will benefit from a rising middle class in the Africa region across sectors. The strategy was launched in 2009.
At Silk Invest we believe that this new generation of nations will become the future ¡°Lions¡±. Our focus in these dominant markets is to invest in the stocks which will both outperform their local peers and become true leaders in their field.
At Silk Invest we believe that Africa offers an enormous opportunity for investors who seek to capture the rise of the African consumer by investing in the local entrepreneurs who create scalable businesses that can benefit from a rising middle class.
The strategy is available to investors globally; we offer a number of vehicles for this strategy as well as separately managed accounts.
Silk Invest applies a well-defined, disciplined investment approach to each asset class, that aims to deliver returns over different market cycles in a consistent manner.
Within Equities, Silk Invest¡¯s strategy focuses on investing in stocks which will both outperform their local peers and become true leaders in their field. We strongly believe in the short and long-term structural opportunity in the frontier markets, and the advantages for investment analysts and decision makers to be on the ground to capitalize on it. Silk Invest¡¯s investment process incorporates fundamentally-driven, bottom-up stock analysis designed to outperform in the longer term with reduced volatility.
We maintain an unconstrained non-benchmark approach and invest in companies with successful local business models whose demand is driven by local consumers. The portfolio building process incorporates ESG standards and is designed to maximize annual returns while maintaining maximum diversification across the regions and sectors. The investment approach of Silk Invest is built upon these insights and perspectives.