Axel Krohne (Krohne Capital): Investing in Africa and other emerging markets?
Axel Krohne is the head of Krohne Capital. Here we have discussed how he is investing in Africa and other emerging markets.
Africa
Interviews with fund managers based in Africa.
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Fabian Erismann (Earth Resource Investment Group): Are copper & nickel mining stocks a chance to profit from the green transition?
Fabian Erismann of Earth Resource Investment Group on copper and nickel mining, the green transition, mine costs and how he judges junior explorers.
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Africa | Allocators | Americas | Asia | Europe
Joel Cohen (MITIMCo): What is MITIMCo looking for in emerging managers?
Joel Cohen, MITIMCo “The lower the cost base, the more margin of safety you have there.” [00:15:40] Key facts Joel Cohen looks for unconventional managers…
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Africa | Allocators | Americas | Asia | Europe
Patrick Maurenbrecher, Claudine Innes & James Ferguson: What do allocators look for in emerging managers?
Patrick Maurenbrecher, Claudine Innes and James Ferguson on what allocators look for in emerging managers, at the RV Capital allocator panel 2022.
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Dave Nangle (VEF): How does Creditas contribute to VEF’s success?
Dave Nangle, CEO of VEF, on competition for fintech deals, the discount to NAV, Russia and the cases for Creditas and Konfio (2022).
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Pavel Begun (3G Capital Management): How to invest globally?
Pavel Begun of 3G Capital Management is a Global Value Investor. Here we have covered his investing process and some investment examples.
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Piet Mouton (PSG Group): How did you build the South African PSG Group?
Piet Mouton, PSG Group “Building a big company is almost just as difficult as building a small company.” [00:24:49] Key facts Piet Mouton is CEO…
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David Nangle (VEF): Will Creditas be a ten-bagger for VEF?
David Nangle, CEO of VEF, on emerging market fintech, VEF’s 30% return hurdle, portfolio concentration and the case for Creditas (2021).
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Rudi van Niekerk (Desert Lion Capital): Why are you digging for investing diamonds in South Africa?
Rudi van Niekerk of Desert Lion Capital is an outspoken expert for investing in South Africa with a long-term-oriented value approach.
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Bolloré: Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate…
