Focus / 02/Three sectors/One operating discipline/All sectors active

Three sectors. One operating discipline.

We operate across healthcare, natural resources, and capital — held separately, designed to compound independently, and run with the same operating philosophy regardless of sector.

Live · Updated Feb 14, 2026
Sector 01 / Healthcare
Healthcare.

Hospitals that operate, not perform.

Mid-tier general hospitals as anchors, asset-light specialty centres as spokes, surgical distribution as the integrated supply chain. The hub-and-spoke model, run with race-engineering cost discipline.

Companies
01
Markets
NG · WA
Stage
Seed → A
Margin
26%

Hub-and-spoke, run lean.

We operate mid-tier hospitals as anchors in each city we enter. Around them we deploy asset-light specialty centres — dialysis, day surgery, diagnostics — that feed referral volume up and drive utilisation across the system.

Underneath both layers, our surgical-supply distribution arm acts as the captive procurement spine — working with a growing roster of OEM manufacturing partners on bulk buys, controlled inventory, and margin protection.

The result is a system that is institutionally fundable, replicable city by city, and structurally cheaper than any single-asset competitor.

Operating companies
Surgi-X
Specialty Centres (2027)
Sector 02 / Resources
Resources.

Resource-linked positions, cross-border.

Mining and resource-trade activity anchored in non-Mediterranean Africa, with cross-border partnerships into China and Europe. Asset-backed operating cashflow with strategic optionality.

Companies
01
Geographies
Non-Med. Africa
Partners
CN · EU
Status
Scaling

Mining and trade, paired.

Our resources arm operates at the intersection of mining and cross-border trade. We hold mining-linked positions across non-Mediterranean Africa and pair them with environmental-recycling import flows from Asia.

The structure is intentionally capital-light: we do not romanticise the mine. We operate the cash-conversion cycle around it — extraction, processing, offtake, import — with the discipline of a trading house.

The thesis is asset-backed cashflow, not commodity speculation.

Operating companies
Dan Nize Mines
Cross-border trade JV
Logistics partners
Asia offtake
Sector 03 / Capital
Capital.

Operating equity, long view.

Long-term operating equity in growth-stage businesses adjacent to our core sectors and geographies. Selective. Bolt-on. Founder-led.

Vehicle
In formation
Focus
Operating equity
Targets
HC-adj
Structure
Privately held

Our capital vehicle, in formation.

Our capital arm operates through a privately-held operating vehicle built around long-term ownership of healthcare-led operating businesses, currently in formation.

It does not own real estate. It does not chase venture-style returns. It compounds operating cashflow through patient, long-horizon ownership.

The thesis: durable wealth comes from operating equity that throws off cash, not from passive holdings that depend on multiple expansion.

Operating companies
Healthcare bolt-ons
Adjacent operators
Co-investment SPVs