African Allocator Podcast
African Allocator Podcast
Podcast Description
The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today. Hosted on Acast. See acast.com/privacy for more information.
Podcast Insights
Content Themes
The podcast explores themes of frontier markets investing, capital allocation strategies, and the unique challenges and opportunities present in African economies. Episodes include discussions on topics such as Ethiopia's new stock exchange, finding undervalued companies, and market-dominant firms poised for growth.
The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today.
Hosted on Acast. See acast.com/privacy for more information.
Django Davidson is a founding partner at Hosking Partners, a London-based investment manager running a global equity strategy with a capital cycle approach. In this conversation, Django explains what the capital cycle approach to investing actually is, why he’s bullish about platinum group metals (PGMs), and what true contrarianism means to him. Enjoy!
Learn more about Django Davidson | Hosking Partners
Django Davidson: https://www.linkedin.com/in/django-davidson-332b9867/
Website: https://www.hoskingpartners.com/
Learn more about Chipo Muwowo | African Allocator Podcast
LinkedIn: https://www.linkedin.com/in/chipomuwowo/
Website: https://www.africanallocator.com
Hosted on Acast. See acast.com/privacy for more information.
Disclaimer
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