The best investment opportunities often emerge after everyone else has left. (Yes, you read that right). In this episode, Johan de Bruijn, Co-Founder and Portfolio Manager at 337 Frontier Capital, breaks down the capital cycle driving today's opportunity within Frontier Africa public equities. He explains why today's opportunity reminds him of the early 2000s, how he uncovers overlooked businesses capable of compounding in dollars, and the hard-earned lessons that shape his investment decisions today. Enjoy!

Learn more about Johan de Brujin | 337 Frontier Capital

LinkedIn: https://www.linkedin.com/in/johan-de-bruijn-2a4aa937/ 

Website: https://www.337frontier.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Sango Capital was created to be a bridge between global capital and African opportunity. In this episode, Co-Founder and Managing Partner Richard Okello (formerly of Bridgewater Associates and Makena Capital Management) talks about the journey since 2011. He explains his philosophy and approach to capital allocation, why he thinks sustainable impact comes only from commercially viable businesses, and what he's learned about people and resilience. Enjoy! African Allocator is an Allocator Media Ltd company.

Learn more about Richard Okello | Sango Capital

LinkedIn: https://www.linkedin.com/in/richard-okello-8201b09 

Website: https://www.sangocapital.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/ 

Hosted on Acast. See acast.com/privacy for more information.

How do you grow a logistics business when disruption becomes the norm? In this episode, Abir Leheta, Co-CEO of Egytrans NOSCO, a listed Egyptian transport and logistics group, discusses navigating crises, the strategic logic behind the 2025 NOSCO acquisition (one of the first non-cash share swap deals on the EGX), and more. Enjoy! African Stock Hunter is an Allocator Media Ltd company.

Learn more about Abir Leheta | Egytrans-NOSCO

LinkedIn: https://www.linkedin.com/in/abirleheta 

Website: https://www.ir.egytrans.com

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

For generations, Africans measured wealth in cattle long before modern finance arrived. Could fractional ownership of this familiar, everyday asset be the bridge between traditional wealth and modern investing? Since 2017, this has been the core idea driving SV Capital, a Johannesburg-based alternative real assets manager. In this episode, Co-Founder & COO Kagiso Tloubatla explains why everyday, asset-backed investments can generate resilient returns, create economic opportunity, and reconnect wealth creation with assets Africans already know and value. Enjoy! African Allocator is an Allocator Media Ltd company.

Learn more about Kagiso Tloubatla | SV Capital

LinkedIn: https://www.linkedin.com/in/kagiso-tloubatla-b0097462/ 

Website: https://www.svcapital.co.za/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Andre Steyn, CEO and CIO of Steyn Capital Management, explains how forensic accounting and investor psychology create opportunities on both the long and short side. From spotting frauds, fads, and broken balance sheets to finding dominant businesses trading at attractive valuations, Andre shares the lessons behind his quality-value approach, and why African equities may be one of the most overlooked opportunities in global markets. Enjoy! African Stock Hunter is an Allocator Media Ltd company.

Learn more about André Steyn | Steyn Capital Management

LinkedIn: https://za.linkedin.com/in/andre-steyn-a7b565b 

Website: https://steyncapitalmanagement.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Nyeji Mhango is the Founding Partner and CEO of wCap, a Zambia-based investment firm providing private credit to high-growth, women-led businesses in underserved Southern African markets. In this episode, she walks through wCap's evolution from venture capital to private credit, why the SME financing gap in Africa demands bespoke lending solutions over one-size-fits-all products, and what emerging fund managers must do to build trust with LPs from the ground up. Enjoy! African Allocator is an Allocator Media Ltd company.

Learn more about Nyeji Mhango | wCap

LinkedIn: https://zm.linkedin.com/in/nyeji-mhango-801351a 

Website: https://wcapltd.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Kieran Godden trained as an actuary. He moved from South Africa to Kenya over four years ago where today, he leads Liberty Kenya Holdings Plc. The firm is a full-spectrum insurer listed on the Nairobi Securities Exchange and part of the Standard Bank Group. In this conversation, why digitalisation is core to its strategy, Kenya's highly competitive insurance industry, the value of return on equity (ROE) over simple topline growth, how the war in Iran might impact Liberty Kenya over the medium to long-term, and more. Enjoy!​​​​​​​​​​​​​​​​ African Stock Hunter is an Allocator Media Ltd company.

Learn more about Kieran Godden | Liberty Kenya Holdings PLC

LinkedIn: https://ke.linkedin.com/in/kieran-godden-06a60315 

Website: https://www.liberty.co.ke

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Dr Slim Feriani is a Founding Partner and CEO at Alternative Path Partners, a new Africa-focused multi-asset investment firm. Over the years, he has held roles in academia, government and asset management. He most recently served as CEO of Djibouti's sovereign wealth fund. In this conversation, Dr Feriani explains APP's investment thesis, why Africa demands a multi-asset approach, and why “capital choreography” not capital scarcity is the real African investment challenge. Enjoy! African Allocator is an Allocator Media Ltd company.

Learn more about Dr. Slim Feriani | Alternative Path Partners

LinkedIn: https://uk.linkedin.com/in/slim-feriani-7072ba2 

Website: https://www.alternativepathpartners.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/

Hosted on Acast. See acast.com/privacy for more information.

Luni Libes, CEO at Africa Eats, discusses his company’s Berkshire Hathaway-inspired model, why traditional venture capital often struggles in Africa, and how public markets can unlock scale. He also explores the power of “boring” food and agriculture businesses, founder networks, and the long-term opportunity across Africa’s fast-growing economies. Enjoy! African Stock Hunter is an Allocator Media Ltd company.

Learn more about Luni Libes | Africa Eats

LinkedIn: https://www.linkedin.com/in/lunarmobiscuit/ 

Website: https://www.africaeats.com/

Learn more about Chipo Muwowo | Allocator Media Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://allocator.media/ 

Hosted on Acast. See acast.com/privacy for more information.

Django Davidson is a founding partner at Hosking Partners, a London-based investment manager running a global equity strategy with a capital cycle approach. In this conversation, Django explains what the capital cycle approach to investing actually is, why he's bullish about platinum group metals (PGMs), and what true contrarianism means to him. Enjoy!

Learn more about Django Davidson | Hosking Partners

Django Davidson: https://www.linkedin.com/in/django-davidson-332b9867/

Website: https://www.hoskingpartners.com/

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.