Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Navigating African Investment Strategies
This chapter explores the rigorous process of selecting investment opportunities in the African market, transitioning from an initial pool of 250 companies to a meticulous 'All Africa list' of 40. It emphasizes the necessity of due diligence, field research, and qualitative assessments, while also highlighting the unique challenges posed by limited analyst coverage in the region. The discussion provides insights into portfolio construction, market dynamics, and the strategic advantages of operating from London, ultimately presenting a distinctive approach to capitalizing on Africa's growth potential.
Play episode from 37:30
Transcript
