A roadmap where governance, growth and impact operate in harmony.

Five strategic objectives, identified through rigorous internal and external analysis, define this three-year cycle and the disciplines that will carry us into the next.

The Five Objectives

Each objective carries its own measurable outcomes.

01.

Achieve Portfolio Growth

Implement a formal Investment Strategy with clear return objectives, asset allocation targets and rebalancing discipline.

  • Target IRR per asset class
  • Quarterly performance reviews
  • Defined risk appetite

02.

Optimise Current Assets

Enhance returns from existing equity, property and cash positions through active oversight and operator engagement.

  • Director representation
  • Property yield reviews
  • Cash sweep optimisation

03.

Collaborate with the Trust

Align our commercial mandate with the NAFAU Workers Trust through sustainable dividend and reinvestment frameworks.

  • Dividend policy
  • Reinvestment thresholds
  • Joint reporting cadence

04.

Strategic Partnerships

Leverage our position to partner with key Namibian industries — particularly fishing — to create commercial and social value.

  • Sector-led JV pipeline
  • Worker-aligned ventures
  • Local procurement focus

05.

Strengthen Governance

Develop critical policies — Due Diligence, Board Charter, Cash Management — to ensure operational discipline and accountability.

  • Board Charter & DoA
  • Investment DD guidelines
  • Cash & dividend policies

Three-Year Horizon

From foundations to recognition.

The strategy is sequenced. Year one builds the discipline; year two extracts the value; year three consolidates the reputation.

Year 1 · 2025/26

Foundations

Adopt governance frameworks, complete portfolio audit, formalise the Investment Strategy and dividend policy.

Year 2 · 2026/27

Optimisation

Execute on value-uplift initiatives across equity and property; activate strategic partnerships in fishing and manufacturing.

Year 3 · 2027/28

Investment Company of Note

Demonstrate consistent risk-adjusted returns; complete rebrand; establish NAFAU Investments as a recognised Namibian investment company.

See how the strategy translates into a live portfolio.