『Allocator Media Podcast』のカバーアート

Allocator Media Podcast

Allocator Media Podcast

著者： 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.

Chipo Muwowo 個人ファイナンス 経済学
エピソード
  • The Case for Special Situations Investing on the JSE – Richard Cheesman

    The Case for Special Situations Investing on the JSE – Richard Cheesman
    2026/07/10

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

    Why Africa Must Fund Its Own Energy Future – Dr Herta von Stiegel
    2026/07/03

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

    Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
    2026/06/25

    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.
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    33 分
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