Philosophy & Sectors
Four convictions, held for the long term
We concentrate rather than diversify. Each sector below carries a written thesis, defined investment criteria and the asset stages at which we engage.
Thesis
Operator quality, not brand, determines hospitality returns. We back exceptional operating teams behind high-end destinations and boutique assets, pairing patient ownership with rigorous operational governance.
Focus
- High-end luxury and conservancy destinations
- Boutique city and coastal operating assets
- Experiential property and guest-experience management
Hospitality
Luxury destinations, boutique operational assets and experiential management
Investment Criteria
- Structure
- Equity, operator JV
- Horizon
- 8 – 12 years
- Geography
- Kenya & East Africa
Target Asset Stages
- Greenfield boutique builds
- Operating asset acquisition
- Turnaround & repositioning
- Management platforms