Investment Strategy Insights
Colin highlights the importance of diversification in portfolios, especially given the low correlation between African and US economies. Farouk explains their rigorous investment approach, filtering down from 250 opportunities to a focused list of 40 quality companies, emphasizing the significance of management quality and sustainable competitive advantages. Their collaborative process ensures that each addition to the list is carefully vetted, maintaining a strict one-in, one-out policy.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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