Allocator Media Podcast

For generations, Africans measured wealth in cattle long before modern finance arrived. Could fractional ownership of this familiar, everyday asset be the bridge between traditional wealth and modern investing? Since 2017, this has been the core idea driving SV Capital, a Johannesburg-based alternative real assets manager. In this episode, Co-Founder & COO Kagiso Tloubatla explains why everyday, asset-backed investments can generate resilient returns, create economic opportunity, and reconnect wealth creation with assets Africans already know and value. Enjoy! African Allocator is an Allocator Media Ltd company. Learn more about Kagiso Tloubatla | SV CapitalLinkedIn: https://www.linkedin.com/in/kagiso-tloubatla-b0097462/ Website: https://www.svcapital.co.za/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/

Andre Steyn, CEO and CIO of Steyn Capital Management, explains how forensic accounting and investor psychology create opportunities on both the long and short side. From spotting frauds, fads, and broken balance sheets to finding dominant businesses trading at attractive valuations, Andre shares the lessons behind his quality-value approach, and why African equities may be one of the most overlooked opportunities in global markets. Enjoy! African Stock Hunter is an Allocator Media Ltd company. Learn more about André Steyn | Steyn Capital ManagementLinkedIn: https://za.linkedin.com/in/andre-steyn-a7b565b Website: https://steyncapitalmanagement.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/

Nyeji Mhango is the Founding Partner and CEO of wCap, a Zambia-based investment firm providing private credit to high-growth, women-led businesses in underserved Southern African markets. In this episode, she walks through wCap's evolution from venture capital to private credit, why the SME financing gap in Africa demands bespoke lending solutions over one-size-fits-all products, and what emerging fund managers must do to build trust with LPs from the ground up. Enjoy! African Allocator is an Allocator Media Ltd company. Learn more about Nyeji Mhango | wCapLinkedIn: https://zm.linkedin.com/in/nyeji-mhango-801351a Website: https://wcapltd.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/

Kieran Godden trained as an actuary. He moved from South Africa to Kenya over four years ago where today, he leads Liberty Kenya Holdings Plc. The firm is a full-spectrum insurer listed on the Nairobi Securities Exchange and part of the Standard Bank Group. In this conversation, why digitalisation is core to its strategy, Kenya's highly competitive insurance industry, the value of return on equity (ROE) over simple topline growth, how the war in Iran might impact Liberty Kenya over the medium to long-term, and more. Enjoy!​​​​​​​​​​​​​​​​ African Stock Hunter is an Allocator Media Ltd company. Learn more about Kieran Godden | Liberty Kenya Holdings PLCLinkedIn: https://ke.linkedin.com/in/kieran-godden-06a60315 Website: https://www.liberty.co.keLearn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/

Dr Slim Feriani is a Founding Partner and CEO at Alternative Path Partners, a new Africa-focused multi-asset investment firm. Over the years, he has held roles in academia, government and asset management. He most recently served as CEO of Djibouti's sovereign wealth fund. In this conversation, Dr Feriani explains APP's investment thesis, why Africa demands a multi-asset approach, and why “capital choreography” not capital scarcity is the real African investment challenge. Enjoy! African Allocator is an Allocator Media Ltd company. Learn more about Dr. Slim Feriani | Alternative Path PartnersLinkedIn: https://uk.linkedin.com/in/slim-feriani-7072ba2 Website: https://www.alternativepathpartners.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/

Luni Libes, CEO at Africa Eats, discusses his company’s Berkshire Hathaway-inspired model, why traditional venture capital often struggles in Africa, and how public markets can unlock scale. He also explores the power of “boring” food and agriculture businesses, founder networks, and the long-term opportunity across Africa’s fast-growing economies. Enjoy! African Stock Hunter is an Allocator Media Ltd company. Learn more about Luni Libes | Africa EatsLinkedIn: https://www.linkedin.com/in/lunarmobiscuit/ Website: https://www.africaeats.com/Learn more about Chipo Muwowo | Allocator Media PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://allocator.media/ 

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 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

Dave 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