Our investment strategy is built on a disciplined approach to creating well-balanced, globally diversified portfolios that seek to maximize sustainable long-term returns while carefully managing risk.

 We employ a total portfolio investment framework with diverse exposures across industries and markets to sustain long-term growth. Through disciplined active management, we generate returns that go beyond what could be achieved with a passive investment approach 

At TIBO Enterprises, we recognize that achieving sustainable long-term returns requires taking a disciplined level of investment risk. We define our risk appetite carefully, balancing the pursuit of higher long-term growth with the need to protect investor capital against short-term volatility.

Our Reference Portfolio serves as the foundation — a globally diversified mix of assets across equities, fixed income, and alternative investments that could be managed passively at low cost. It acts as both our baseline risk benchmark and a measure against which we assess the performance of our actively managed strategies.

The Strategic Portfolio represents our forward-looking vision for growth over the next five years and beyond. Built on a foundation of six asset classes and three geographic regions, it is designed to maximize resilience during market downturns while capturing higher long-term returns.

This portfolio reflects our focus sectors — energy, natural resources, infrastructure, technology, and innovative growth markets — and optimizes exposures across global and regional opportunities. It carries the same overall risk discipline as our Reference Portfolio, but with enhanced diversification and upside potential.

Our Target Exposures define the current year’s allocation goals and ensure our portfolio remains balanced while pursuing growth. These exposures guide us in managing asset weights across industries and geographies, while maintaining sufficient liquidity to:

• Meet all investor obligations as they come due.
   
• Rebalance when market conditions shift.
   
• Fund new opportunities across high-potential sectors.
   

This disciplined approach allows us to adapt in real-time while ensuring alignment with our long-term investment objectives.

We construct our total portfolio through two complementary components:

• Active Portfolio: A diverse set of actively managed strategies, representing the majority of our capital allocation. These strategies drive value creation through selective acquisitions, venture building, and portfolio company growth.

• Balancing Portfolio: Complements the Active Portfolio by stabilizing exposures, managing risk, and ensuring our portfolio remains aligned with strategic objectives.
   

Each year, the Annual Target Portfolio defines the weightings for both portfolios and sets clear performance benchmarks. This ensures that the value we create through active management consistently exceeds what could be achieved through passive strategies.

 Our investment strategy is built to deliver a resilient, well-balanced, and globally diversified portfolio—maximizing long-term sustainable returns while carefully managing risk. 

Unlike traditional investment firms focused on short-term results, TIBO Enterprises takes a long-term view. We understand that market cycles and short-term price fluctuations are inevitable, but they do not define the true value of our companies, brands, and projects. By maintaining patience and discipline, we can prudently absorb short-term volatility while positioning ourselves to capitalize on opportunities that arise during downturns.

At TIBO Enterprises, we believe that calculated risk is the foundation of meaningful returns. Every investment carries risk, but when properly evaluated and priced, it creates the potential for superior long-term growth. By embracing well-structured risk in our asset mix, strategies, and partnerships, we position ourselves to unlock value across diverse industries while safeguarding investor capital.

Our model is not confined to one region or industry. Operating both in the United States and the Democratic Republic of Congo (RDC), we are strategically placed to seize growth opportunities in emerging and developed markets alike. This global perspective allows us to diversify risk, strengthen resilience, and create enduring value across multiple sectors.

TIBO Enterprises is committed to sustainable value creation. By aligning risk, opportunity, and innovation, we are not just building a portfolio—we are building a legacy of growth and impact for our investors, partners, and the communities we serve.

Add an answer to this item. At TIBO Enterprises, our growth and sustainability are built on two core drivers — strategic capital deployment and active value creation.  Our long-term returns arise not only from the markets we invest in, but from the value we actively add through our decisions, innovation, and execution. 

At TIBO Enterprises, we recognize that taking on a minimum level of market risk is necessary to generate meaningful returns. However, we don’t stop at the minimum. Our mission is to maximize long-term value creation while carefully managing risk across our global and African-focused portfolio.

We believe that active management is where true value is created. By strategically choosing risk levels, leveraging diversified assets, and deploying capital into high-potential ventures, we generate returns that go beyond what passive investing could achieve.

• Targeted Risk-Taking: We pursue opportunities with calculated market risk, supported by broad diversification across sectors and regions.
   
• Diversification & Leverage: Our portfolio spans public markets, private equity, natural resources, infrastructure, real estate, and innovative growth ventures. We use prudent leverage to optimize diversification and unlock scale.
   
• Strategic Investment Selection: Through deep due diligence and disciplined evaluation, we identify undervalued opportunities, pursue co-investments in major transactions, and build value through direct ownership and partnerships.
   

We go beyond capital allocation — we are hands-on partners in shaping the future of the companies and projects we back.

• Supporting governance, operational excellence, and sustainability.
   
• Anticipating risks and opportunities, including climate and market transitions.
   
• Adjusting strategies to seize short- and mid-term opportunities while preserving long-term value.
   

Our investments are structured into active strategies (private equity, credit, venture building, real assets, and strategic capital markets) and balancing strategies (liquid, risk-mitigating positions). Together, they ensure we maintain disciplined diversification while capturing unique opportunities.

Every year, we review and refine our portfolio allocations to align with evolving markets, ensuring that capital is deployed where it can create the most impact and growth.

Add an an Our investment strategy is designed to deliver a resilient, globally diversified portfolio that maximizes sustainable long-term returns while minimizing undue risk. By balancing opportunity with disciplined risk management, we ensure steady value creation across market cycles.

Diversification is the core of our strategy and the most powerful lever we use to ensure resilience and long-term value creation. It allows us to balance opportunity with risk while positioning the portfolio for sustainable growth.

We invest across multiple asset classes, including public and private equities, fixed income, credit, real estate, infrastructure, and innovative growth markets. This wide scope ensures no single asset type dominates our performance.

Our portfolio is built on carefully balancing exposure to distinct return-risk factors. By spreading these exposures, we manage volatility, protect against downside scenarios, and support consistent returns over time.

We invest globally across developed and emerging markets, avoiding dependence on any one country, currency, or region. This global reach, supported by strategic partnerships and local expertise, gives us access to opportunities worldwide.

Our approach is guided by a “One Portfolio” mindset. We combine complementary strategies across industries and sectors, leveraging the full weight of our resources and expertise to unlock long-term value.

Prudent use of leverage allows us to expand into stable, income-generating assets such as credit, real estate, and infrastructure while also capturing higher-growth opportunities. This balance strengthens the portfolio’s ability to endure volatility and thrive across market cycles.

Instead of broadly hedging foreign currencies, we rely on natural diversification across global markets. This disciplined approach enhances long-term returns while providing resilience against economic and currency fluctuations.

A well-diversified, globally balanced portfolio designed to deliver sustainable long-term growth, protect investor capital, and create meaningful value for our partners.

Add an answer to We call our decision-making framework the Total Portfolio Approach — a disciplined process that guides how we construct, allocate, deploy, and actively manage our capital across the entire portfolio. 

The foundation of our investment strategy begins with establishing a prudent and appropriate market risk appetite. We assess the minimum level of risk required to sustain long-term growth while balancing short-term volatility.

For example, a baseline portfolio might consist of a balanced mix of global equities and government bonds. However, we recognize that simply targeting minimum returns is not enough to meet our mandate. Therefore, we pursue additional sources of value by carefully managing and, when appropriate, increasing our risk exposure to maximize returns without incurring undue loss.

Diversification is our most powerful tool for enhancing resilience and reducing risk concentration. By spreading investments across asset classes, industries, and geographies, we strengthen our ability to withstand market downturns.

Through the strategic use of leverage, we can expand diversification while maintaining a controlled level of risk. This enables us to capture opportunities in multiple asset classes — including equities, credit, real estate, infrastructure, and sustainable assets — ensuring more consistent performance across market cycles.

Investment selection is at the core of value creation. Our teams evaluate, select, and actively manage securities and assets with the goal of generating returns above passive benchmarks.

We rely on the expertise of skilled professionals and rigorous evaluation processes to ensure that every active strategy contributes meaningfully to portfolio performance. Each strategy is continually reviewed to confirm it delivers long-term, risk-adjusted returns that justify the costs and risks involved.

Importantly, investments are never made simply to fill a category or geography — but only when they demonstrate sufficient potential for sustainable value.

Tactical positioning allows us to make deliberate, temporary adjustments to asset allocations in response to evolving market conditions. This flexibility helps us:

• Capture incremental opportunities.
   
• Protect assets during periods of volatility.
   
• Preserve liquidity in stressed environments.
   

Unlike short-term market timing, our tactical moves are grounded in disciplined analysis and supported by a dedicated team monitoring near-term risks and opportunities.