Allocator Media Podcast

Chipo Muwowo
  • 5.0 (1)
  • Investing

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

    4 days ago

    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.

    36 min
  2. Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn

    25 Jun

    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.

    33 min
  3. Sango Capital And The Power Of Resilience – Richard Okello

    19 Jun

    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.

    31 min
  4. Within Crises, There Are Opportunities – Abir Leheta

    12 Jun

    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.

    22 min
  5. Wealth Creation, One Cow At A Time – Kagiso Tloubatla

    9 Jun

    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.

    28 min
  6. Spotting Frauds, Fads, And Broken Balance Sheets – Andre Steyn

    5 Jun

    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.

    18 min
  7. Emerging Fund Managers Are Not Allowed To Fail – Nyeji Mhango

    29 May

    Emerging Fund Managers Are Not Allowed To Fail – Nyeji Mhango

    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.

    27 min
  8. Why Liberty Kenya Is Choosing Margin Over Market Share – Kieran Godden

    22 May

    Why Liberty Kenya Is Choosing Margin Over Market Share – Kieran Godden

    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.

    20 min
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About

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.

Information

  • Creator
    Chipo Muwowo
  • Years Active
    2025 - 2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © Chipo Muwowo
  • Show Website
    Allocator Media Podcast

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