Allocator Media Podcast

Chipo Muwowo
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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.

  1. -1 j

    Private Equity Thinking In Egypt's Public Markets – Yasser El Halaby

    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 mispricing of risk as one of Egypt's biggest investment opportunities. Rather than trading stocks, Compass invests in public companies with a private equity mindset – building concentrated positions, aligning with major shareholders and taking a long-term ownership approach. Yasser also discusses Compass' evolution from a deal-by-deal private equity firm into a multi-strategy alternatives manager, investing across public equities, commercial real estate and M&A advisory. Enjoy! Learn more about Yasser El Halaby | Compass Capital LinkedIn: https://www.linkedin.com/in/yasser-el-halaby-aa326539/ Website: https://compass-cap.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.

    Private Equity Thinking In Egypt's Public Markets – Yasser El Halaby

  2. 10 juil.

    The Case For Special Situations Investing On The JSE – Richard Cheesman

    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 deeply analytical mindset, so impressed the founder of one of the country's largest hedge funds that he offered Richard a job. In 2019, Richard joined the firm. He left in 2024 to launch Urquhart Partners. In this episode, Richard shares the details of this cool story. He also makes the case for special situations investing. His strategy is focused on JSE corporate actions such as takeovers, spin-offs, restructurings and liquidations. Enjoy! Learn more about Richard Cheesman | Urquhart Partners LinkedIn: https://www.linkedin.com/in/richard-cheesman-43063014/ Website: https://urquhartpartners.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.

    The Case For Special Situations Investing On The JSE – Richard Cheesman

  3. 3 juil.

    Why Africa Must Fund Its Own Energy Future – Dr Herta von Stiegel

    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's energy future. She talks about how smart capital allocation can support long-term energy security, the vital role that domestic African pension funds can play in that, and more. Enjoy! Learn more about Dr. Herta von Stiegel | Ariya Capital Group LinkedIn: https://www.linkedin.com/in/herta-von-stiegel-j-d-b51b2a13/ Website: https://www.ariyacapital.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.

    Why Africa Must Fund Its Own Energy Future – Dr Herta von Stiegel

  4. 25 juin

    Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn

    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.

    Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn

  5. 19 juin

    Sango Capital And The Power Of Resilience – Richard Okello

    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.

    Sango Capital And The Power Of Resilience – Richard Okello

  6. 12 juin

    Within Crises, There Are Opportunities – Abir Leheta

    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.

    Within Crises, There Are Opportunities – Abir Leheta

  7. 9 juin

    Wealth Creation, One Cow At A Time – Kagiso Tloubatla

    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.

    Wealth Creation, One Cow At A Time – Kagiso Tloubatla

  8. 5 juin

    Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn

    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.

    Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn
Tout afficher (22)

À propos

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.

Informations

  • Création
    Chipo Muwowo
  • Années d’activité
    2025 - 2026
  • Épisodes
    22
  • Classification
    Tous publics
  • Copyright
    © Chipo Muwowo
  • Site web de l’émission
    Allocator Media Podcast

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