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ANNEAU — INVESTISSEMENTS

A long-term perspective.
A shared purpose.

An investment company focused on banking and financial services in Mauritius and internationally.

Who we are

An investment company.
Built for a longer horizon.

The Company focuses on banking and financial services businesses in Mauritius and internationally.

Its long-term objective is to grow intrinsic business value per share through disciplined selection, active and value-creating ownership, and oversight.

Disclaimer: Objectives, capital, income and distributions are not guaranteed.

Purpose & approach

Build value with a longer view.

01

Purpose

Seek long-term growth in underlying business value per share.

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02

Strategy

Study complementary banking and financial services businesses with care.

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03

Responsibility

Keep Board oversight distinct from investment management and advice.

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Within the ANNEAU group

ANNEAU–INVESTISSEMENTS is the investment company. ANNEAU–GESTIONS is its Investment Manager (CIS Manager), and ANNEAU Ltd is its Investment Adviser.

These are separate entities with distinct responsibilities. Their websites and communications should not be read as interchangeable.

Our vision

To grow into one of Mauritius’ and Africa’s most reputed, profitable and impactful banking and financial services investment companies, for the benefit of shareholders and partners.

Our purpose

To seek long-term growth in intrinsic business value per share through disciplined and responsible ownership.

Our mission

To pursue that purpose through careful selection, ownership and oversight of complementary banking and financial services businesses in Mauritius and internationally.

Disclaimer: Objectives are not guaranteed. Capital, returns and distributions are not assured.

Investment style & philosophy

A long-term approach begins with understanding the business behind the investment: its people, cash generation, financial position, governance, valuation and risks.

Risk management

Risk assessment is part of investment analysis, due diligence and ongoing monitoring. It cannot eliminate risk. Concentration, borrowing, illiquidity, valuation uncertainty and market change can magnify losses.

Disclosures

Website summaries do not replace formal company disclosures or any future authorised offer document. No subscription or payment service is active.

Investment policy

The Company’s investment framework connects its long-term purpose with disciplines for investment selection, risk, liquidity, oversight and reporting. The Board-approved public copy of the Investment Policy Statement is available without signatures; the signed controlled version remains offline.

Read the complete IPS