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Allocator Media Podcast

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

We're building the go-to knowledge platform for African institutional capital across three core pillars: Content, Data and Events. Allocator Media Ltd, the holding company behind the African Allocator and African Stock Hunter brands, is a UK-registered company. Company number 16680910.

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

PublishesWeeklyEpisodes24Foundeda year ago
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EducationBusinessInvesting

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Artwork for Allocator Media Podcast

Latest Episodes

What does the Chief Operating Officer inside a private investment firm actually do? In this episode, Nima Yussuf, COO at Silverbacks Holdings, a Mauritius-based pan-African investment firm backing growth-stage companies, explains. She goes further an... more

Why would a global value investor allocate almost half of its EM portfolio to African public equities? In this episode, Brad Virbitsky, Co-Portfolio Manager of the Emerging Markets Fund at US-based Equinox Partners, explains why Africa wasn't a top-d... more

Why would a private equity investor pay 9-10x EBITDA for an unlisted business when a comparable listed company trades on 5-6x EBITDA? In this episode, Yasser El Halaby, CEO at Cairo-based Compass Capital, explains why his firm sees the market's mispr... more

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

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Recent Guests

Brad Virbitsky
Co-Portfolio Manager for the Emerging Markets Fund at Equinox Partners
Equinox Partners
Episode: A Value Investor's Guide to African Stocks – Brad Virbitsky
Yasser El Halaby
CEO of Compass Capital (Egypt)
Compass Capital
Episode: Private Equity Thinking In Egypt's Public Markets – Yasser El Halaby
Johan de Bruijn
Co-founder and portfolio manager at 337 Frontier Capital
337 Frontier Capital
Episode: Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
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

Host

Chipo Muwowo
Host of Allocator Media Podcast

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Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
Q: How do you handle a decision to cross borders for growth, or a company funding expansion with dollars?
We remain skeptical and prefer to push for capital to be returned to shareholders or used for local growth instead of debt-funded cross-border acquisitions, and we actively engage boards to align capital allocation with shareholder interests.
Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
Q: What's the core investment thesis at 337 Frontier Capital?
The core is long-term value investing: buy high-quality businesses at deep discounts to intrinsic value, avoid overpaying for growth, and only invest in firms where earnings can expand without being hampered by peak earnings risks.
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.

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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. Behind the Balance Sheet
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
4. FT News Briefing
5. The Ezra Klein Show

How many episodes of Allocator Media Podcast are there?

Allocator Media Podcast launched a year ago and published 24 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. Brad Virbitsky
2. Yasser El Halaby
3. Johan de Bruijn
4. Abir Leheta
5. André Steyn
6. Nyeji Mhango
7. Kieran Godden
8. Dr. Slim Feriani

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