Diversified Investment Portfolio

Invests in high-quality, short-term fixed-income instruments such as: Treasury bills, Government and corporate bonds, Fixed and call deposits, Certificates of deposit

Medium-Term Investment Horizon

Returns are calculated daily and compounded monthly, allowing your money to grow faster.

Competitive Returns

You can access your funds within 24 to 48 hours upon request, making it suitable for both short-term and emergency needs.

Liquidity

As of late 2023, the fund offered an annualized return of 16.0%, outperforming the 3-month Treasury Bill benchmark. Returns may vary over time based on market conditions.

Capital Preservation Focus

The fund’s investment strategy aims to minimize risk and “preserve your capital” while generating steady returns.

Diversified, Growth-Focused Investment

The fund invests across multiple asset classes — including equities, fixed income securities, and offshore opportunities — to balance growth potential and income stability. This approach helps reduce volatility while capturing meaningful returns.

Strategic Concentration

Nabo Capital maintains a focused portfolio of 12 to 15 core positions, targeting simple, cash-generative businesses led by experienced managers with a strong ownership mindset.

Active, Differentiated Management

The investment team seeks out undervalued and less conventional opportunities outside popular market themes, aiming to deliver true outperformance through active, research-driven management.

Medium-Term Investment Horizon

We recommend a minimum investment period of 3 years for your capital to fully benefit from the fund’s compounding and growth strategy.

Balanced Risk and Return

By blending income-generating assets with long-term growth investments, the Balanced Fund is ideal for investors seeking moderate risk exposure with the potential for higher returns than a pure fixed-income fund.

Growth-Driven Equity Portfolio

The fund focuses on Large-cap and Mid-cap equities with strong fundamentals, steady earnings, and solid growth prospects. It aims to capture opportunities in high-quality companies that can consistently generate shareholder value over time.

Focused, High-Conviction Strategy

Nabo Capital maintains a concentrated portfolio of 12 to 15 holdings, reflecting its best investment ideas and long-term convictions for optimal performance.

Distinctive Investment Approach

The investment team actively searches for underappreciated and overlooked businesses with simple models, reliable cash flow, and strong management alignment, uncovering value others may miss.

Long-Term Investment Horizon

We recommend a minimum investment period of 5 years to allow your capital to fully capture market cycles and benefit from long-term compounding and equity growth.

High Return Potential

By focusing on equities and disciplined stock selection, the fund aims to outperform traditional asset classes and deliver substantial long-term returns while managing volatility.