Investing for shared value creation
Vineyard Holdings is a home-grown fund, looking to invest in high-quality, simple and growing businesses at conservative prices. Each company should have a unique thesis for being a multi-bagger in the coming years, and should display high degrees of resilience and/or optionality.
I am looking for companies where the market is mispricing a particular outcome and in industries which I can understand. These companies should add more benefit to their customers, suppliers, and employers than they extract, and they should also be industry leaders in a growing market.
Currently, the fund is not open to new investors. You can watch the stock portfolio, read the research and continue to invest alongside as I update the below.
- Comair Limited (-100%; delisting pending)
- Spur Corporation (-6%; exited)
- African Rainbow Capital (+5%; exited)
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