Allocator Media Podcast

The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

Fri, 19 Sep 2025 04:00:00 GMT

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.

Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions

Fri, 12 Sep 2025 04:00:00 GMT

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 Pensions

LinkedIn: https://www.linkedin.com/in/dave-uduanu-cfa-925a131b

Website: https://access-armpensions.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.

Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management

Thu, 21 Aug 2025 04:00:00 GMT

Steven 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 Management

LinkedIn: https://www.linkedin.com/in/steven-quattry

Website: https://www.morganstanley.com/im/

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.

The $6.8 billion man, with Roland Gräbe, Chief Investment Officer, Old Mutual Multi-Managers

Fri, 04 Jul 2025 04:00:00 GMT

Roland 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-Managers

LinkedIn: https://www.linkedin.com/in/roland-gr%C3%A4be-cfa-a58a7b4

Website: https://ommultimanagers.co.za

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.

The growth (and challenge) of ETFs in Africa, with Nerina Visser, Director at ETFSA Portfolio Management Company

Fri, 20 Jun 2025 13:00:00 GMT

Nerina 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 Company

LinkedIn: https://www.linkedin.com/in/nerina-visser-cfa-26a2272

Website: https://etfsa.co.za

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.

Multi-Asset Investing in Southern Africa, with Mike Adsetts, CIO, Momentum Investments

Fri, 06 Jun 2025 04:00:00 GMT

Mike 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 Investments

LinkedIn: https://www.linkedin.com/in/mike-adsetts

Website: https://www.momentum.co.za

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.

Capital Allocation across African Infrastructure, with Vuyo Ntoi, Co-MD, African Infrastructure Investment Managers (AIIM)

Mon, 26 May 2025 04:00:00 GMT

Vuyo 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 Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

Fri, 25 Apr 2025 04:00:00 GMT

Ayo Salami is Chief Investment Officer at Emerging Markets Investment Management (EMIM), a London-based investment manager. In this conversation, he reflects on his journey from academia to fund management, provides a historical view of the present moment in African listed equity valuations, and explains why domestic African capital sources are key to the next decade of African development.

Learn more about Ayo Salami | Emerging Markets Investment Management

Website: https://emim.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.

Private Credit with Aum Thacker, Investment Professional, TLG Capital

Thu, 27 Mar 2025 16:00:00 GMT

Aum Thacker is an investment professional at TLG Capital, a London-based private credit investment firm focused on African markets. In this conversation with Chipo Muwowo, he discusses why private credit is transformative for African entrepreneurs, how TLG structures deals to reduce risk in Africa's rapidly evolving private credit landscape, and why a Nollywood deal remains his firm favourite. Aum also shares one thing he’s optimistic about, and one thing he’s cautious of as he looks to the rest of 2025. Enjoy!

Learn more about Aum Thacker | TLG Capital

LinkedIn: https://www.linkedin.com/in/aumthacker/

Website: https://tlgcapital.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.

Frontier Markets Investing, with Thea Jamison, Managing Director, CHANGE Global Investment

Mon, 10 Mar 2025 15:00:00 GMT

In this conversation, Chipo Muwowo speaks with Thea Jamison, Managing Director, CHANGE Global Investment. Thea explains why she likes blue-chip companies “that have multi-bagger upside”, where in Africa her firm is currently invested, and why the gap between perception and reality is Africa’s biggest investment challenge. She also shares one thing she’s optimistic about, and one thing she’s cautious of as she looks to the rest of 2025. Enjoy!

Learn more about Thea Jamison | Change Global Investing

LinkedIn: https://www.linkedin.com/in/theajamison/

Website: https://www.changegi.com/

Learn more about Chipo Muwowo:

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Hosted on Acast. See acast.com/privacy for more information.