INSTITUTIONAL INVESTORS

Goneke Investment Group (GIG) partners with some of the world’s most significant institutional investors—pension funds safeguarding retirees’ futures, sovereign wealth funds managing national prosperity, insurance companies ensuring financial stability, endowments and foundations preserving legacies, credit institutions supporting economic ecosystems, and investment firms driving market innovation. These partnerships are forged on a bedrock of shared principles: trust earned through transparency, excellence delivered through expertise, and a long-term commitment to value creation through innovative, impactful investment strategies. At GIG, we align our capabilities with the mandates of these esteemed institutions, fostering collaborations that transcend transactional relationships to become true strategic alliances.

Institutional investors operate in a complex and ever-evolving financial landscape, grappling with multifaceted challenges: managing fiduciary responsibilities to millions of stakeholders, navigating market volatility exacerbated by geopolitical tensions or economic cycles, optimizing asset allocations amid shifting risk-return profiles, and ensuring long-term sustainability in a world increasingly defined by climate change and social equity demands. GIG is uniquely positioned to anticipate, understand, and address these challenges, leveraging its deep industry expertise, sophisticated financial modeling, and unparalleled global market intelligence. Whether it’s a pension fund seeking stable cash flows to meet Obligations, a sovereign wealth fund aiming to diversify its oil-dependent portfolio, or an endowment balancing growth with ethical mandates, GIG offers tailored solutions that empower our partners to thrive. Our global reach—spanning Africa, Europe, Asia, and the Americas—combined with our sector-specific knowledge, enables us to anticipate trends, mitigate risks, and seize opportunities that others might overlook, making us an indispensable ally in institutional investing.

At GIG, we recognize that institutional investors require more than mere capital deployment—they need bespoke, strategic solutions that align seamlessly with their risk tolerances, investment objectives, and long-term financial commitments to stakeholders. Our approach transcends traditional asset management by offering a holistic, forward-thinking framework guided by three critical pillars: capital preservation, consistent growth, and sustainable impact. These pillars are not just concepts but actionable strategies, meticulously designed to meet the diverse needs of our institutional partners—from ensuring pensioners’ financial security to supporting national development goals—while delivering measurable value across economic cycles.

We prioritise the protection of our partners’ capital, ensuring stability and resilience in an unpredictable world:

• Risk-Managed Strategies: GIG employs robust risk management frameworks, integrating stress testing, scenario analysis, and portfolio hedging to safeguard capital while delivering steady, reliable returns. For instance, we might use derivatives to hedge currency risk for a European pension fund investing in African infrastructure, or employ downside protection strategies for an insurance company’s fixed-income portfolio, targeting a 4-6% annualized yield with minimal volatility.
• Diversification: Our investment solutions span multiple asset classes—private equity, infrastructure, real estate, credit—across industries like energy, healthcare, and transportation, and geographies from AfCFTA markets to North American hubs. This broad diversification mitigates concentration risk, ensuring resilience against market fluctuations. A sovereign wealth fund, for example, might benefit from a mix of Nigerian solar bonds (5% yield), U.S. real estate (7% growth), and Asian tech private equity (12% IRR), balancing regional and sectoral exposures.
• Disciplined Asset Allocation: We design and execute strategies that balance liquidity, security, and yield, preserving capital over decades-long market cycles. For an endowment, we might allocate 40% to liquid fixed income for immediate needs, 30% to infrastructure for stable cash flows, and 30% to growth-oriented private equity, adjusting dynamically to maintain a risk-adjusted return target of 6-8%. This disciplined approach ensures that capital remains intact and accessible, meeting both current obligations and future aspirations.

We drive sustained growth that enhances portfolio performance and meets long-term objectives:

• Alpha Generation: Leveraging proprietary research, quantitative modeling, and in-depth sectoral analysis, we identify high-quality investment opportunities that deliver sustainable, long-term growth. For example, our team might uncover an undervalued transportation asset in Kenya poised to benefit from AfCFTA trade volumes, projecting a 10% IRR over 15 years, or a healthcare startup in South Africa with patented technology, targeting 15% annual growth. These alpha-generating investments consistently outperform benchmarks like the MSCI Emerging Markets Index.
• Market Agility: Our dynamic investment approach allows us to capitalize on emerging trends—such as Africa’s digital transformation or the global shift to renewables—while maintaining disciplined value creation. We might pivot a credit institution’s portfolio toward green bonds during a sustainability surge, securing 6% yields with ESG upside, or increase exposure to real estate in a post-recession recovery, locking in 8% appreciation. This agility ensures we seize inefficiencies while staying true to our partners’ goals.
• Long-Term Performance: Adopting a patient capital approach, we prioritize fundamental strength and cash-flow resilience over short-term gains. For a pension fund, we might invest in a 20-year toll road project in Ghana yielding 7% annually with inflation-linked revenues, or a real estate fund in Johannesburg delivering 9% total returns over a decade. This focus on durability achieves superior risk-adjusted returns—often 7-10% IRR—ensuring consistent growth that withstands economic turbulence.

We align investments with ethical and sustainability mandates, creating value that endures:

• ESG-Driven Investments: GIG integrates Environmental, Social, and Governance (ESG) principles into every decision, ensuring alignment with our partners’ sustainability goals. For an endowment, we might fund a wind farm in Morocco yielding 8% while cutting 20,000 tons of CO2 annually, or a real estate project in Lagos with green certifications boosting value by 15%. These investments meet fiduciary duties while advancing global well-being, appealing to stakeholders who prioritize impact alongside profit.
• Responsible Stewardship: We actively engage with portfolio companies to drive governance improvements, operational efficiencies, and social initiatives. For instance, we could work with a transportation firm in Nigeria to implement fair labor practices, boosting employee retention by 25%, or partner with an energy company in Kenya to adopt cleaner technologies, reducing emissions by 30%. This hands-on approach enhances asset performance and community outcomes.
• Legacy-Oriented Investment Philosophy: GIG’s framework is designed to create enduring value, fostering economic growth while supporting communities and global sustainability efforts. A foundation might invest in a $50 million education fund in Uganda, training 10,000 students annually, or a sovereign wealth fund could back a water security project in Senegal, serving 500,000 residents. These legacy-driven investments ensure our partners’ capital leaves a lasting imprint, aligning with missions to uplift societies.

GIG enables institutional investors to access a diverse, carefully curated range of opportunities across both traditional and alternative asset classes, tailored to their unique mandates. Our offerings span continents and sectors, leveraging GIG’s scale, agility, and deep market insight to deliver exceptional value:

• Infrastructure: We unlock large-scale projects—such as a $300 million rail network in Ethiopia enhancing AfCFTA trade, a solar grid in South Africa powering 100,000 homes, or a water treatment plant in Ghana serving 1 million residents—that drive economic development and deliver long-term yields of 7-10%. These assets provide inflation-protected cash flows and stability, ideal for pension funds or insurance companies.
• Private Equity: We target strategic investments in high-growth companies with strong fundamentals, such as a fintech disrupting payments in Nigeria (15% IRR potential) or a healthcare provider scaling across West Africa (12% growth). These opportunities offer alpha for endowments or investment firms seeking outsized returns.
• Real Assets: Our investments in sustainable real estate (e.g., a $200 million mixed-use development in Cairo yielding 8%), natural resources (e.g., timber plantations in Tanzania with 6% returns), and industrial assets (e.g., logistics hubs in Kenya at 9%) generate inflation-protected income and capital appreciation, perfect for long-term portfolios.
• Credit and Fixed Income: We offer customized debt structures—senior loans, green bonds, structured financing—like a $150 million infrastructure bond in Morocco at 6% or a corporate loan in South Africa yielding 8%. These enhance portfolio stability for credit institutions or foundations seeking reliable income.
• Venture Capital & Innovation: We provide exposure to transformative technologies and disruptive models—such as a fintech solution in Egypt revolutionizing microfinance (20% IRR potential) or a renewable tech startup in Senegal (18% growth)—shaping the future for forward-thinking investors like sovereign wealth funds.

By combining GIG’s scale—our ability to deploy billions across markets—with agility to pivot toward high-opportunity sectors, and a relentless focus on performance through active management, we empower institutional investors to optimize their portfolios, enhance resilience, and exceed stakeholder expectations. Our commitment to data-driven decision-making—using proprietary models to forecast returns—and forward-thinking strategies—like targeting AfCFTA-driven growth—ensures our partners remain at the forefront of global investment innovation, ready to capitalise on the next wave of opportunities.

In an era defined by rapid economic shifts, evolving regulations, and heightened investor expectations, GIG stands as a trusted partner, offering bespoke investment solutions, institutional-grade governance, and an unwavering dedication to excellence. We understand the pressures our partners face—whether it’s a pension fund balancing retiree payouts with portfolio growth, an insurance company ensuring solvency ratios, or a foundation meeting ESG mandates—and we deliver solutions that address these demands head-on.

Through strategic collaboration, we work side-by-side with our partners, conducting rigorous due diligence that spans financial analysis, ESG audits, and geopolitical risk assessments to ensure every investment is sound and impactful. Our investment philosophy, grounded in long-term impact, helps institutional investors navigate complexity—turning volatility into opportunity, regulatory hurdles into strategic advantages, and stakeholder demands into measurable successes. For example, we might guide a sovereign wealth fund through a $500 million infrastructure fund in West Africa, delivering 9% returns while creating 10,000 jobs, or assist an endowment in structuring a $100 million impact portfolio yielding 7% while funding clean water access for 250,000 people.

GIG’s partnership unlocks value by optimizing asset performance—through operational enhancements or market repositioning—and drives transformative outcomes for the organizations and communities our investors serve. A pension fund’s capital might build a hospital in Rwanda, enhancing healthcare access while securing 8% returns; a foundation’s investment could fund a tech hub in Kenya, fostering innovation and yielding 12% growth. With GIG, institutional investors gain not just a manager but a collaborator committed to their mission, delivering financial excellence and societal progress that resonates for generations.