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Allocator Media Podcast

Chipo Muwowo
Africa
Emerging Markets
Private Credit
Capital Cycle
Platinum Group Metals (pgms)
Liberty Kenya Holdings Plc
South Africa
Private Equity
Etfs
Old Mutual Multi-Managers
Access ARM Pensions
Pension Fund Administration
Openai
Public Markets
Kenya
Insurance
Digitalization
WCAP
Egytrans-Nosco
Nosco

Stories and data for Africa-focused multi-strategy investors. Allocator Media Ltd is a media, research, and networking platform focused on African capital markets. It owns the AFRICAN ALLOCATOR and AFRICAN STOCK HUNTER media brands.

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

PublishesWeeklyEpisodes21Foundeda year ago
Number of ListenersCategories
BusinessEducationInvesting

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Artwork for Allocator Media Podcast

Latest Episodes

Prior to founding Urquhart Partners, Richard Cheesman built a reputation anonymously, running one of South Africa's largest corporate finance Twitter accounts. This was 2017, around the time of the Steinhoff scandal. That online work, and Richard's d... more

How do you go from tourist to investor? In this episode of the podcast, Dr. Herta von Stiegel shares how trips to Africa as a holidaymaker soon turned into philanthropy, and then into a mission to join others in developing and financing the continent... more

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 opportu... more

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 ... more

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Recent Guests

Abir Leheta
Co-CEO of Egytrans-NOSCO
Egytrans-NOSCO
Episode: Within Crises, There Are Opportunities – Abir Leheta
André Steyn
CEO and CIO at Steyn Capital Management
Steyn Capital Management
Episode: Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn
Nyeji Mhango
Founding partner and CEO at WCAP, a Zambia-based investment firm focused on high growth women-led businesses
WCAP
Episode: Emerging Fund Managers Are Not Allowed To Fail – Nyeji Mhango
Kieran Godden
Group CEO at Liberty Kenya Holdings Plc
Liberty Kenya Holdings Plc
Episode: Why Liberty Kenya Is Choosing Margin Over Market Share – Kieran Godden
Dr. Slim Feriani
Founding partner and CEO at Alternative Path Partners
Alternative Path Partners
Episode: African Capital Investing In Africa Sends A Powerful Signal – Dr Slim Feriani
Luni Libes
CEO of Africa Eats, Mauritius-based investment holding
Africa Eats
Episode: Invest Where Others Aren’t Paying Attention – Luni Libes
Django Davidson
Founding partner at Hosking Partners
Hosking Partners
Episode: The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners
Dave Uduanu
CEO, Access ARM Pensions
Access ARM Pensions
Episode: Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions
Steven Quattry
Portfolio Manager at Morgan Stanley Investment Management
Morgan Stanley Investment Management
Episode: Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management

Host

Chipo Muwowo
Host of Allocator Media Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#52
South Africa/Business/Investing
Apple Podcasts
#181
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn
Q: What should investors look for when considering short-sellers or hedged strategies in Africa?
Investors should assess how a fund plans to achieve outperformance with lower correlation, the risk management framework, and the credibility of the short ideas, including how long the strategist has been identifying earnings manipulation or weak balance sheets.
Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn
Q: Can you describe how you balance macro views with bottom-up stock picking in Africa?
Since 2019 we employ a macro analyst to supplement bottom-up stock selection, continuously re-underwriting macro and political dynamics as new countries are considered and as portfolios evolve.
Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn
Q: Your hedge fund offering is focused more on South Africa, yet you also have global exposure. How has the SA hedge fund landscape evolved since you started?
The SA hedge fund scene has matured and consolidated, with stronger regulation since 2015 attracting both institutional and individual investor flows, and a broader pool of capable managers.
Invest Where Others Aren’t Paying Attention – Luni Libes
Q: What criteria define a portfolio company as a potential public listing?
A business must achieve annual revenues above one million USD, sustain 25%+ top-line growth for three consecutive years, become highly profitable, and have the majority owner willing to stay involved without seeking further external control or rapid fundraising.
Invest Where Others Aren’t Paying Attention – Luni Libes
Q: You mentioned combining an accelerator with a Berkshire Hathaway-like holding company. Why is this blend necessary in Africa?
Because the traditional VC model relies on exits and a mature funding cycle that Africa hasn't fully developed yet; a permanent-capital, operational approach provides patient capital, keeps management focused on growth, and supports companies through multiple growth phases without pressuring an exit.

Audience Metrics

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Frequently Asked Questions About Allocator Media Podcast

What is Allocator Media Podcast about and what kind of topics does it cover?

A mix of high-level strategy conversations and practical investing insights focused on Africa's multi-asset, multi-strategy landscape. Episodes frequently explore regional growth dynamics, innovative financial products, and how capital allocation, governance, and technology shape outcomes for markets in Kenya, Nigeria, and the broader continent. Notable threads include the role of digitization in financial services, the evolution of pension and private-credit markets, and the maturation of Africa's ETF and public-market ecosystems. The show often features veteran investors, asset managers, and founders who offer actionable frameworks, long-horizon views, and concrete case studies for institutional and high-net-worth audiences. A distinctive... more

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Which podcasts are similar to Allocator Media Podcast?

These podcasts share a similar audience with Allocator Media Podcast:

1. The AVCA Podcast
2. The Capital Cycle Podcast
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
5. FT News Briefing

How many episodes of Allocator Media Podcast are there?

Allocator Media Podcast launched a year ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Allocator Media Podcast?

Recent guests on Allocator Media Podcast include:

1. Abir Leheta
2. André Steyn
3. Nyeji Mhango
4. Kieran Godden
5. Dr. Slim Feriani
6. Luni Libes
7. Django Davidson
8. Dave Uduanu

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