Investment Approach
RENEWED STRATEGY
Our renewed strategy seeks to redirect the composition of our portfolio toward high growth unlisted companies. We are long-term investors with no prescribed exit date into companies that meet the following criteria:
We are long-term investors with no prescribed exit date and invest in companies that meet the following criteria:
- Companies with equity valuations in the range R50m – R350m across all sectors
- With sustainable business models and cash generation
- That promises IRRs of 20% or higher
- Where management have a proven track record in their industry and
- In which BMF Investments can play a role in the direction of the business.
BMF Investment holds a diversified investment portfolio worth over R550 million comprising mostly publicly traded entities in the hotel and leisure, construction, education and transportation industries. We aim to diversify into privately owned companies where the BMF Investments will have the opportunity to partner management teams in driving the strategic growth of the companies they operate
NEDBANK
1.3%
RAUBEX
1.2%
ADVTECH HOLDINGS LTD
1.2%
CABLE TAPES AFRICA (PTY) LTD
67.5%
COMPUTERSHARE SA (PTY) LTD
26%
ROSSLYN HUB DEVELOPMENT COMPANY
25.1%
STRATEGIC PARTNERS GROUP (PTY) LTD
28%