Investment Thesis

Kilicap aims at targeting well established, profitable and cash positive businesses across all industries. The revised BEE Codes recently gazette by the Department of Trade and Industry will increase pressure on businesses to become more inclusive on black equity ownership. Kilicap is suitably positioned to become a partner of choice, with impressive track record investment credentials, not only to fulfil the requirements of the codes but to actively enhance the value of all shareholders.

Target companies will need to meet a strict investment criteria:

  • Established companies with long trading histories;
  • High quality cash flows;
  • Market leaders;
  • Experienced, incentivised management;
  • Opportunities for growth;
  • ¬†Opportunity to add value; and
  • Niched businesses with high barriers to entry