Investor Letters and Writing
Our investor letters provide deep insights into our investment philosophy, portfolio construction, and analysis of our portfolio companies and favored industries.
We encourage all prospective and current investors to read these letters to gain a better understanding of our approach and thought process.
Quarterly Letters
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1Q25 | 2Q25 | 3Q25 | 4Q25 |
| 2024 | 1Q24 | 2Q24 | 3Q24 | 4Q24 |
| 2023 | 1Q23 | 2Q23 | 3Q23 | 4Q23 |
| 2022 | 1Q22 | 2Q22 | 3Q22 | 4Q22 |
| 2021 | 1Q21 | 2Q21 | 3Q21 | 4Q21 |
| 2020 | - | - | - | 4Q20 |
Media & Podcasts
David Eborall of SaltLight Capital joins Magic Markets to discuss how the portfolio is positioned for the AI epoch and the opportunities it presents for durable businesses.
SaltLight BCI Worldwide Flexible Fund nominated at the Raging Bull Awards for 3 year straight performance.
Citywire profiles SaltLight Capital and how the BCI Worldwide Flexible Fund outperformed the vast majority of South African unit trusts.
Citywire rounds up the best-performing South African unit trusts of 2024, with SaltLight Capital's BCI Worldwide Flexible Fund featured among the top performers.
Financial Mail cover story featuring SaltLight Capital's analysis of Blue Label Telecoms and the investment case for the company.