Page 15 - Admaius Responsible Investment report 2024

Our Commitments Our Strategy Our Portfolio www.admaius.com

Our impact thesis expressed through our sectors

We have chosen our five thematic Our target sectors improve access to digital Inherently, investment into these sectors
sectors on the basis of their potential services and essential social infrastructure, delivers measurable impact. Beyond this,
to deliver exceptional returns and develop a more dynamic private sector, we partner with each company to foster
close vital socioeconomic gaps create jobs and wealth, and reduce value creation efforts and alignment to our
across the African continent dependence on imports, all while SDG-driven impact thesis (see next slide).
championing women’s greater economic
participation through a gender lens
investment approach.

Financial Healthcare Fast Moving Education Digital
Services Consumer Infrastructure
& Fintech Goods (FMCG)

While Africa leads in Rising life expectancies A stronger, more diverse New, stronger education Africa’s rising, young
mobile payments, there and health tourism FMCG sector will meet institutions, vocational populations, increasing
is scope for further underscore the need for growing incomes and training, and new technological literacy
fintech innovation to state-of-the-art facilities, demands for technologies will meet and internet usage,
widen access and a robust pharma sector, homegrown choice. growth in household make digital infra pivotal
increase product and local medicine incomes and for driving
sophistication.
production.
socioeconomic progress
investment in education
50% $128 2.5 bn 10% 40%
financial services per person is the average African consumers by 2050 is the higher education is the internet penetration
penetration rate in Africa vs. health care spend in Africa representing 60% of global enrolment rate in Africa vs. a rate in Africa currently vs.
a global average of 76% vs. $4,000 pp, the OECD population growth from 2021- global average of 40% 89% in OECD countries
average 2050

Data and stats taken from the World Bank, Council on Foreign nations and Population Reference Bureau

15 │ Admaius Capital Partners ESG & Impact Report 2024