Year-end Letter: 4th quarter for the financial year ended June 2017 SaltLight Capital is an investment holding company that seeks to invest your capital for the long term with the objective of growing net worth[1] per share on a sustainable basis. Capital is allocated to… Read More »Archive 2Q 2017 Letter
Dear Fellow Shareholders, SaltLight Capital is an investment holding company that seeks to invest your capital for the long term with the objective of growing net worth[1] per share on a sustainable basis. Capital is allocated to a concentrated selection of my best ideas in… Read More »Archive 1Q 2017 Letter
Quarterly Update: 2nd quarter for the financial year ended June 2017 Dear Fellow Shareholders, SaltLight Capital is an investment holding company that seeks to invest your capital for the long term with the objective of growing net worth[1] per share on a sustainable basis. Capital… Read More »Archive 4Q 2016 Letter
SaltLight is currently invested in nine businesses that are listed on the JSE. When allocating our capital, I view our investment decision as buying a piece of a business and SaltLight becomes a partner to that business. The market is continually quoting prices on a… Read More »Archive: 2Q 2016 Letter