DAS KAPITAL · THE CAPITAL MANDATE

MNM Capital Group

Broad markets. Deliberate structures.
Capital built for the long term.

MNM Capital Group brings together public-market investment and selective private equity within the group’s own capital mandate. Broad equity exposure provides the foundation, complemented by futures-based strategies, alternatives and an actively managed options overlay.

The objective is to compound equity while developing recurring sources of cash flow. Asset selection, financing and downside management are considered together, with every allocation governed by its role in the portfolio and the capital it places at risk.

A balanced investment structure

Public equity

Broad developed and emerging market exposure forms the foundation. Diversified funds are complemented by selected companies and income-oriented equity strategies, balancing participation in global growth with concentration and liquidity discipline.

Private equity

MNM Group invests its own capital directly in selected private companies alongside its public-market portfolio. It takes significant minority positions with a long-term holding horizon and exercises active governance through board seats in its equity holdings. Alongside its board role, it works directly with founders and management and contributes its own experience in financing, capital structure and international expansion.

Futures & alternatives

Managed-futures and other alternative strategies complement equity exposure across different market environments. Their role is diversification and portfolio resilience. Futures-based exposure is assessed for embedded leverage, liquidity and correlation, rather than treated as a substitute for cash or a guaranteed hedge.

Cash flow by design

Options & covered calls

Selected equity positions support a covered-call programme: call options are sold against shares already owned, seeking recurring premium income alongside dividends and distributions.

Strike selection, expiry, position size and the possibility of assignment are assessed together. Premium income varies, upside can be capped, and the underlying shares remain exposed to losses. Protective options and defined-risk structures serve a separate risk-management purpose.

Multicurrency financing

Multicurrency accounts allow assets, cash and financing to be managed across jurisdictions. Financing decisions consider funding costs, currency exposure, collateral and available liquidity together.

Controlled leverage seeks to make productive use of the gross asset base, with the objective of generating cash flow above financing and hedging costs. Currency movements, changing interest rates and margin requirements remain part of that assessment.

How returns are set and measured

Capital allocationReturn objective & assessment
Public equityLong-term capital growth and distributions, assessed against relevant market benchmarks and the risk taken.
Private equityValue creation over a longer holding period, with a return hurdle that reflects illiquidity, governance rights and execution risk.
Futures & alternativesA complementary contribution to total return, evaluated alongside diversification, correlation and performance in stressed markets.
Income & optionsRecurring net cash generation, measured after financing, hedging, trading costs and realised strategy losses.

Return-on-equity objectives are set internally for each allocation and for the portfolio as a whole. Aggregate ROE considers gains, losses and income against the equity committed, after relevant costs. Cash yield on gross assets, net cash yield on equity and total ROE are assessed separately. Targets guide allocation; they are not guaranteed outcomes.

Risk limits before return targets

Mandate compliance. Every position must comply with the group’s internal investment rules, permitted instruments, concentration limits and risk budgets. Structures with unbounded downside are prohibited. Index options are reserved for defined risk control.

Liquidity and leverage. Internal leverage ceilings operate alongside live maintenance-margin requirements, liquidity headroom and collateral quality. Base, bull, bear and stress scenarios assess whether the structure can withstand adverse moves without relying on favourable refinancing.

Portfolio oversight. Return targets remain subordinate to capital preservation, funding resilience and the ability to reduce risk. Public and private positions retain distinct mandates within the group’s overall governance.

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