A sector-focused investment firm trading commerce-related equities across the JSE, LSE, NYSE and Nasdaq, led by operators who build commerce infrastructure.
Artive builds commerce infrastructure for brands across markets. That proximity to supply chains, consumer behaviour, and retail economics informs how we read commerce equities. We do not observe commerce from the outside. We operate within it.
We concentrate our research where we have genuine edge: retail, marketplaces, logistics, payments, and consumer platforms. Four exchanges: JSE, LSE, NYSE and Nasdaq, covering the full arc of global commerce equities.
Capital preservation and measured growth. We take concentrated positions with conviction, holding through economic cycles rather than chasing them. Patience is a position.
Current portfolio positions held for informational purposes only. Not investment advice or a solicitation to invest.
South African fintech platform digitising commerce and financial inclusion across Africa. Multi-product suite spanning merchant acquiring, transactional banking, consumer lending, insurance, and enterprise payments under the unified One Lesaka brand.
South Africa's leading buy-now-pay-later provider and integrated financial ecosystem. Serving 4.3 million active customers through interconnected lending, payments, and insurance with 3,500+ merchant partners.
