Markel Annual Meeting 2026 Transcript
Tom Gayner, Markel Group “Markel is a long-term company. We are coming up on a hundred years of history.” [01:12:41] Key facts Markel Group held…
African investors
In this category and archive you can find more about African investors we have interviewed.
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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.
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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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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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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.
