28.58%

ASIAN PUBLIC EQUITY

These are positions that were acquired over the past year. Our major focus was capitalizing on the US-China trade war and discovering rising growth stocks. We identified innovative sectors we wanted to invest in, such as gaming and esports, e-commerce, fintech, 5G and semiconductors.

32.89%

AFRICAN PUBLIC EQUITY

Our long positions on the Johannesburg Stock Exchange have been accumulated over a three year period. Our Investment strategy involved prioritizing growth stocks that are diversified holding companies in disruptive sectors such as digital banking, ICT, telecommunications, AI, enterprise computing, IoT, and fintech.

30.30%

VENTURE CAPITAL

Khula Lula's fundamentals and investment strategy are rooted in scaling pre-seed startups with micro-financing initiatives and reinvesting profits for a lock-in period to ensure sustainable growth is achieved in the long term. This is in its infancy stage. The current tech sectors we're conducting R&D in include:

E-Commerce

LOGISTICS

Composites & Advanced Materials

AI

AR

Enterprise Software

Fin

Tech

AGRITECH

Portfolio Composition

OUR STORY

Milisa, the sole founder of Khula Lula, is a tech investor who got into investments at the age of 16 by buying her first stock in Sasol through the Inzalo BBBEE share scheme, a company she passed everyday on her way to school in her small home town of Secunda. She thought if she could own a piece of something so big, she could own anything and she fell in love with investments ever since. She went on to study Bcom accounting and Honours in investment management, and is currently pursuing both the CA(SA) and CFA professional designations. Bootstrapping her way to raising additional capital through her public equity investments and earnings, she recently created Khula Lula as an investment vehicle to reach her penultimate vision of entering the private equity space and to fill the investment gap for black investors and tech founders of colour in South Africa's venture capital landscape.

OUR VISION

Acquiring the future is not only the company's slogan, but it is also a complete representation of Khula Lula's vision. If you think about where the world was a few decades ago, the biggest companies in the world today were either bankrupt, non-existent or trading for losses because of the dotcom bubble, very few foresaw where they would be now. And that is exactly the origin question at Khula Lula... How do we finance and own the next decade? The next disruptor? The next trillion dollar companies? We believe in the next few years innovations like the internet of things, robotics, virtual reality, machine learning, aerospace, nanotechnology and automation will become mainstream technology that forms part of the day-to-day running of every company and our personal lives. Our long term goal is to be at the forefront of funding and scaling African startups that could take up market share in these revolutionary spaces.

OUR STRATEGY

At the inception of Khula Lula, it was important for us to create a space that would disrupt the status quo and the ideas around what venture capital looks like in Africa. We believe the mainstream approach to funding hasn't fully benefited African innovators to an optimal extent; it has also created barriers to entry for young black investors that don't have access to deal flow and excessive capital. So we sat down and tested new metrics and methods to develop our investment strategy. Firstly, we have a three tier funding system that begins at raising floating capital through bootstrapping, that is allocated to public equities for a period of time and then sold to raise our private equity funds. Secondly, we identify and conduct research on sectors and ideas within the tech industry that are an ideal match for micro-financing and can be scaled through reinvestment over time. Finally we acquire a stake in SMME's that fit our blueprint.