OTJ Capital Portfolio

Section 04 · Portfolio

The companies and assets we underwrite, alongside operators we trust.

A representative sample of current and realised positions. Specific names are disclosed under NDA to qualified investors. Position sizing, board representation, and ownership detail are available in the LP data room.

PC-01CURRENT

Confidential A

Logistics

KenyaSeries B
PC-02CURRENT

Confidential B

Power

NigeriaProject
PC-03CURRENT

Confidential C

Consumer health

GhanaSeries A
PC-04CURRENT

Confidential D

SME credit

TanzaniaSenior
EX-01REALISED

Confidential E

Fintech

KenyaTrade sale
EX-02REALISED

Confidential F

Logistics

Côte d’IvoireSecondary
EX-03REALISED

Confidential G

Agri-processing

UgandaTrade sale
PC-05CURRENT

Confidential H

Digital infrastructure

South AfricaMezzanine
Selected representative holdings · Full register available to qualified investors