Investor Presentaiton
Recap: VOF's investment strategy
01
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Growth Capital
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Capital to support expansion and growth
Sectors benefitting from the growing domestic economy
Long term investment horizon, excess returns to market
02
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Minority Protections
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Volatility and weak corporate governance is pervasive
Downside protections coupled with clear exit mechanisms
Due diligence rights (on listed equities too), performance
commitments, minority protections
03
Active Investing
• Actively engage, provide access to expertise
Participate at the board and/or managerial level to
enhance growth and shareholder value.
04
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Sell Discipline
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Large stakes in companies to command an exit premium
International buyers: strategic or financial investors, bankers
Exit when below minimum targeted return or dilute the
performance of the underlying portfolio
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Classified: Public
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