About SRG Investments

SRG Investments was established as a holding company to allocate capital across EGX-listed securities and operating businesses in Egypt. The firm is built on the principle that disciplined, long-term ownership creates more durable value than active trading. Our approach is grounded in fundamental analysis, conservative assumptions, and patience. We avoid complexity, leverage, and short-term decision-making. We seek businesses with durable competitive advantages, strong balance sheets, and management teams that think like owners. SRG focuses exclusively on the Egyptian market — a market we know deeply and believe remains significantly under-researched by institutional capital. Our edge is local knowledge, long holding periods, and the discipline to act only when valuations are compelling.

Investment Principles

• Buy businesses, not tickers — understand the economics before the price
• Margin of safety is non-negotiable — overpaying is the primary risk
• Concentration over diversification — we know what we own and why
• Long holding periods — we think in years, not quarters
• Cash is a position — we hold it when no compelling opportunity exists
• Transparency — we publish our holdings and reasoning publicly