Allocator Media Podcast

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.

Dave Uduanu is CEO of Access ARM Pensions, one of Nigeria’s largest pension fund administrators (PFAs). In this episode, he explains more about Access ARM’s allocation strategy, some notable trends within the Nigerian pensions industry, and why he expects more industry consolidation in the years to come. Enjoy!

Learn more about Dave Uduanu | Access ARM Pensions

LinkedIn: https://www.linkedin.com/in/dave-uduanu-cfa-925a131b 

Website: https://access-armpensions.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.

Steven Quattry is a Portfolio Manager at Morgan Stanley Investment Management, where he leads the Next Gen Emerging Markets Fund focused on large, fast-growing yet overlooked markets. In this episode, he talks about the fund's top-down macro investment approach, compelling opportunities in countries like Nigeria and Egypt, and why amidst noisy global politics, he's focused on dollar-dominated returns. Enjoy!

Learn more about Steven Quattry | Morgan Stanley Investment Management

LinkedIn: https://www.linkedin.com/in/steven-quattry 

Website: https://www.morganstanley.com/im/

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.

Roland Gräbe is Chief Investment Officer at Old Mutual Multi-Managers, a South African investment firm with $6.8 billion in assets under management. As an asset allocator, Roland oversees OMMM's allocations to various asset managers both locally and internationally. In this episode, he talks how growing up in an academic household shaped his career path, why it's hard to find truly skilled investment managers, and the key ingredients that make a good investment outcome. Enjoy!

Learn more about Roland Gräbe | Old Mutual Multi-Managers

LinkedIn: https://www.linkedin.com/in/roland-gr%C3%A4be-cfa-a58a7b4 

Website:  https://ommultimanagers.co.za

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.

Nerina Visser is Director at ETFSA Portfolio Management Company, a South African investment firm that specialises in exchange traded products. In this episode, she talks about her unusual journey into the investment industry, how the South African exchange-traded fund (ETF) industry differs from other African markets, and why regulators are key to unlocking growth in the African ETF industry. Enjoy!

Learn more about Nerina Visser | ETFSA Portfolio Management Company

LinkedIn: https://www.linkedin.com/in/nerina-visser-cfa-26a2272 

Website: https://etfsa.co.za 

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.