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Trustee Board Investments (TBI)

TBI is an owner managed investment company, with a broad and flexible investment mandate, operating primarily in South Africa.

http://trusteeboard.co.za/

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Trustee Board Investments (TBI) | trusteeboard.co.za Reviews
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TBI is an owner managed investment company, with a broad and flexible investment mandate, operating primarily in South Africa.
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Trustee Board Investments (TBI) | trusteeboard.co.za Reviews

https://trusteeboard.co.za

TBI is an owner managed investment company, with a broad and flexible investment mandate, operating primarily in South Africa.

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trusteeboard.co.za trusteeboard.co.za
1

CORPORATE GOVERNANCE | Trustee Board Investments

http://trusteeboard.co.za/company/corporate-governance-2

We have principles in place to ensure that effective corporate governance is practised consistently throughout the company. We are committed to the values of openness, integrity and accountability. Custody, settlement and security. The company secretary attends all shareholders’ meetings. All directors have access to the advice and services of the company secretary. We have a policy of open and transparent communication with our shareholders. Web development by Sherpa. 2016 Trustee Board Investments Regi...

2

OUR MAJOR INVESTMENTS | Trustee Board Investments

http://trusteeboard.co.za/investment-portfolio/our-major-investments

The major investments in our strategic portfolio are as follows. Autovest Holdings Proprietary Limited. Awande Capital Partners Proprietary Limited. Awande is an investment company launched in 2006 by Thabo Seopa and Mahlubi Mazwi with investments in financial services and media. Awande’s portfolio includes investments in Europ Assist and an interest in Trudon Proprietary Limited, the issuer of the Yellow Pages in South Africa. The Efficient Group is an integrated JSE-listed financial services company of...

3

MANAGEMENT STRUCTURE | Trustee Board Investments

http://trusteeboard.co.za/company/management-structure-2

TBI is managed by our executive directors and Ora Fund Managers. Ora was appointed on 1 October 2013 as a co-investment manager. This appointment was made as part of a strategy to broaden capacity and ensure continuity. The founding shareholders currently hold approximately 77% of the shareholding. Web development by Sherpa. 2016 Trustee Board Investments Registration No 1993/005253/07 PAIA.

4

INVESTOR RELATIONS | Trustee Board Investments

http://trusteeboard.co.za/investor-relations

Web development by Sherpa. 2016 Trustee Board Investments Registration No 1993/005253/07 PAIA.

5

INVESTMENT PORTFOLIO | Trustee Board Investments

http://trusteeboard.co.za/investment-portfolio

Web development by Sherpa. 2016 Trustee Board Investments Registration No 1993/005253/07 PAIA.

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Investment Solutions - Ora

http://www.orafunds.co.za/investments-we-offer

We provide investment opportunities to organisations and high net worth individuals looking to:. Maximise their after-tax returns on low risk investments. Achieve total returns in excess of CPI 8% on general equity investments. Ora BCI Worldwide Flexible Fund. Achieve total returns in excess of CPI 10% on strategic equity investments. Invest in private equity. Awande Private Equity Fund. Sanlam Alternative Income Fund. Sanlam Diversified Income Fund of Funds. Ora BCI Worldwide Flexible Fund. Tax paying i...

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TBI is an owner managed investment company, with a broad and flexible investment mandate, operating primarily in South Africa. We aim to offer superior returns over the long term, as we have done in the past, by investing in good quality businesses at attractive prices and holding such investments with a long term view. Even though we focus on long term investing, investors are offered liquidity on an annual basis. Web development by Sherpa.

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