{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/67c041a43beb1d1463e5fd76/6a62eec5a7fbf9da14f73df7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"A Value Investor's Guide to African Stocks – Brad Virbitsky","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/67c041a43beb1d1463e5fd76/1784868854716-57a047e9-d8df-4dd3-9a32-1ec4766cabc0.jpeg?height=200","description":"<p>Why would a global value investor allocate almost half of its EM portfolio to African public equities? In this episode, Brad Virbitsky, Co-Portfolio Manager of the Emerging Markets Fund at US-based Equinox Partners, explains why Africa wasn't a top-down allocation decision but the natural outcome of a disciplined value investing process. He shares how Equinox identifies dominant businesses trading at attractive valuations, why many investors misunderstand risk on the continent, and how investor psychology creates opportunities where others see uncertainty. Enjoy!</p><p><br></p><p><strong>Learn more about Brad Virbitsky | Equinox Partners</strong></p><p><br></p><p>LinkedIn: <a href=\"https://www.linkedin.com/in/brad-virbitsky-395b5662/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.linkedin.com/in/brad-virbitsky-395b5662/</a></p><p>Website: <a href=\"https://www.equinoxpartners.com/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.equinoxpartners.com/</a></p><p><br></p><p><br></p><p><strong>Learn more about Chipo Muwowo | Allocator Media Podcast</strong></p><p><br></p><p>LinkedIn: <a href=\"https://www.linkedin.com/in/chipomuwowo/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.linkedin.com/in/chipomuwowo/</a></p><p>Website: <a href=\"https://allocator.media/\" rel=\"noopener noreferrer\" target=\"_blank\">https://allocator.media/</a></p>","author_name":"Chipo Muwowo"}