Allocator Media Podcast

Chipo Muwowo
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  • Investing

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.

  1. 4 days ago

    Inside Silverbacks Holdings: The COO's Perspective – Nima Yussuf

    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 and shares why the operational function sits at the intersection of strategy and execution. She also delves into a variety of themes, for example: some common operational challenges that come from working across diverse African markets; why emerging managers should take operations seriously from Day 1; the early operational signs that a portfolio company may be in trouble; and why Silverbacks likes "second-act" founders. It's a different conversation to the ones we normally host on the podcast, but a very insightful and important one. Enjoy! Learn more about Nima Yussuf | Silverbacks Holdings LinkedIn: https://www.linkedin.com/in/nimayussuf/ Website: https://silverbacks.holdings/ 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.

    Inside Silverbacks Holdings: The COO's Perspective – Nima Yussuf

  2. 24 Jul

    A Value Investor's Guide to African Stocks – Brad Virbitsky

    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-down allocation decision but the natural outcome of a disciplined value investing process. He shares how Equinox identifies dominant businesses trading at attractive valuations, why many investors misunderstand risk on the continent, and how investor psychology creates opportunities where others see uncertainty. Enjoy! Learn more about Brad Virbitsky | Equinox Partners LinkedIn: https://www.linkedin.com/in/brad-virbitsky-395b5662/ Website: https://www.equinoxpartners.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.

    A Value Investor's Guide to African Stocks – Brad Virbitsky

  3. 17 Jul

    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

  4. 10 Jul

    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

  5. 3 Jul

    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

  6. 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.

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

  7. 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.

    Sango Capital And The Power Of Resilience – Richard Okello

  8. 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.

    Within Crises, There Are Opportunities – Abir Leheta
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About

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.

Information

  • Creator
    Chipo Muwowo
  • Years Active
    2025 - 2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Chipo Muwowo
  • Show Website
    Allocator Media Podcast

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