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10. The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners
25:12||Season 1, Ep. 10Django 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 PartnersDjango Davidson: https://www.linkedin.com/in/django-davidson-332b9867/Website: https://www.hoskingpartners.com/Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
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9. Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions
17:50||Season 1, Ep. 9Dave Uduanu is CEO of Access ARM Pensions, one of Nigeria’s largest pension fund administrators (PFAs). In this episode, he explains more about Access ARM’s allocation strategy, some notable trends within the Nigerian pensions industry, and why he expects more industry consolidation in the years to come. Enjoy!Learn more about Dave Uduanu | Access ARM PensionsLinkedIn: https://www.linkedin.com/in/dave-uduanu-cfa-925a131b Website: https://access-armpensions.com Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
8. Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management
34:27||Season 1, Ep. 8Steven Quattry is a Portfolio Manager at Morgan Stanley Investment Management, where he leads the Next Gen Emerging Markets Fund focused on large, fast-growing yet overlooked markets. In this episode, he talks about the fund's top-down macro investment approach, compelling opportunities in countries like Nigeria and Egypt, and why amidst noisy global politics, he's focused on dollar-dominated returns. Enjoy!Learn more about Steven Quattry | Morgan Stanley Investment ManagementLinkedIn: https://www.linkedin.com/in/steven-quattry Website: https://www.morganstanley.com/im/ Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
7. The $6.8 billion man, with Roland Gräbe, Chief Investment Officer, Old Mutual Multi-Managers
44:28||Season 1, Ep. 7Roland Gräbe is Chief Investment Officer at Old Mutual Multi-Managers, a South African investment firm with $6.8 billion in assets under management. As an asset allocator, Roland oversees OMMM's allocations to various asset managers both locally and internationally. In this episode, he talks how growing up in an academic household shaped his career path, why it's hard to find truly skilled investment managers, and the key ingredients that make a good investment outcome. Enjoy!Learn more about Roland Gräbe | Old Mutual Multi-ManagersLinkedIn: https://www.linkedin.com/in/roland-gr%C3%A4be-cfa-a58a7b4 Website: https://ommultimanagers.co.za Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
6. The growth (and challenge) of ETFs in Africa, with Nerina Visser, Director at ETFSA Portfolio Management Company
51:14||Season 1, Ep. 6Nerina Visser is Director at ETFSA Portfolio Management Company, a South African investment firm that specialises in exchange traded products. In this episode, she talks about her unusual journey into the investment industry, how the South African exchange-traded fund (ETF) industry differs from other African markets, and why regulators are key to unlocking growth in the African ETF industry. Enjoy!Learn more about Nerina Visser | ETFSA Portfolio Management CompanyLinkedIn: https://www.linkedin.com/in/nerina-visser-cfa-26a2272 Website: https://etfsa.co.za Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
5. Multi-Asset Investing in Southern Africa, with Mike Adsetts, CIO, Momentum Investments
41:05||Season 1, Ep. 5Mike Adsetts is Chief Investment Officer at Momentum Investments, a South African multi-asset manager. In this episode, he talks about strategic and tactical asset allocation strategies, how liquidity and regulation impact investment decision-making, and why he's still a firm believer in ESG investment principles. Enjoy!Learn more about Mike Adsetts | Momentum InvestmentsLinkedIn: https://www.linkedin.com/in/mike-adsettsWebsite: https://www.momentum.co.zaLearn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com
4. Capital Allocation across African Infrastructure, with Vuyo Ntoi, Co-MD, African Infrastructure Investment Managers (AIIM)
38:08||Season 1, Ep. 4Vuyo Ntoi is Co-Managing Director at African Infrastructure Investment Managers (AIIM), one of the continent’s leading sustainable infrastructure investors. In this episode, he shares how AIIM is allocating its new $954 million pan-African infrastructure investment fund, why local knowledge is key to investment success, and how he navigates short-term market noise vs. long-term strategy and conviction. Enjoy!Learn more about Vuyo Ntoi | African Infrastructure Investment Managers (AIIM)LinkedIn: https://www.linkedin.com/in/hlompho-vuyo-ntoi-196b232 Website: https://aiimafrica.com Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com