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Sarona
Investing in Profit, Impact, Stability | Sarona Asset Management

Portfolio

J.P. Morgan estimates the size of the impact investment opportunity to approach US$1 trillion.

Sarona and its affiliates currently have over US$180M in assets under management.

The world has changed dramatically over the last 50 years.

Since the 1960s, developing country economies have overtaken high income country economies in GDP growth rates. Since the early 1990s the GDP of these developing country economies have been double that of high income countries'. It is our belief this acceleration will continue for the foreseeable future.

Leveraging these macroeconomic trends, Sarona uses its own visionary experience to innovatively capture this opportunity by efficiently investing in those companies serving the base of the pyramid markets that have a strong growth orientation, governance model and community and environmental strategy. It is our belief that these companies will grow faster than their frontier market economies, benefiting an even greater number of people.

Below is a listing of Sarona's currently available funds alongside additional company information. Links to the premium investor pages can be found here but are limited to current investors.

Sarona Frontier Markets Fund 1 LP

As a fund of funds, the Sarona Frontier Markets Fund 1 LP invests private equity and debt in a variety of complementary SME funds. These funds support and enable the vitality of frontier market SMEs in industries as broad as social housing, agribusiness, renewable energy and healthcare, and in countries as diverse as Brazil, India, Mexico and Cameroon. The result is an invaluable combination of improved efficiency and effectiveness in delivering community and environmental impact while achieving strong financial returns. Sarona Frontier Markets Fund (Investor/Private Access)

Information Sheet

Sarona Frontier Markets Fund

Portfolio Investments

Sarona Risk Capital Fund and Sarona Risk Capital Fund 1 LP

The Sarona Risk Capital Fund is owned by MEDA and provides early stage capital to promising frontier market companies that are on the precipice of financial success. With the Sarona Risk Capital Fund, Sarona bridges the gap between capital markets and community impact. Using its passion, commitment and expertise to provide investors financial returns, Sarona is able to assist in the economic development of frontier market communities. The Sarona Risk Capital Fund 1 LP is a sister fund to the Sarona Risk Capital Fund and is owned by over 30 private limited partners. Sarona Risk Capital Fund (Investor/Private Access)

Information Sheet

Sarona Risk Capital Fund

Portfolio Investments

MicroVest Group of Funds

The MicroVest family of funds efficiently connects capital markets to poor entrepreneurs by using debt and equity instruments to effectively fund frontier market microfinance institutions. MicroVest empowers its entrepreneurial clients embracing a market-oriented approach to development across the globe. The creation of CARE USA, MEDA and the Seed Capital Development Fund, three nonprofit organizations with longstanding reputations for excellence in microfinance, MicroVest truly fosters financial access and inclusion at the base of the pyramid. Please visit MicroVest for more information.

Information Sheet

MicroVest Info sheet

Reports

2011 Quarterly Report - Learn from one of the oldest impact investment practitioners in frontier markets. With a rich history spanning almost 60 years in creating business solutions to poverty, Sarona will demonstrate that market oriented impact private equity asset managers have consistently outperformed their peers enabling them to improve the qualify of life in local communities while earning risk adjusted market rates of returns for their investors. »See our quarterly report