Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

Colin Smith and Farouk Miah are the founders of All Africa Partners, a concentrated, public equity fund they launched last year with backing by three of the most successful investors in the region.

Our conversation covers their backgrounds and the opportunity set on the continent, including Africa’s market size, investable countries, liquidity, market performance, businesses, valuations, and currencies. We then turn to All Africa’s investment process across sourcing, due diligence, decision making, trading, and portfolio construction. We close discussing risks in the region and lessons learned from Colin’s winning a silver medal at the 2008 Beijing Olympics.

Access Stream by AlphaSense Free Trial

Learn More 
Follow Ted on Twitter at @tseides or LinkedIn 
Subscribe to the mailing list 
Access Transcript with Premium Membership 

2356 232

Suggested Podcasts

Design Observer

Paperclip Ltd.

Centenary Landscaping Supplies

The Prancing Pony Podcast

Bryan Toporek and Morten Jensen

We're a podcast

Victoriocity

Kyle Fagala, DDS, MDS

Doug Sandler, Turnkey Podcast Production, TurnKey Podcast, Doug Sandler