Investment Strategies Explained
Colin outlines a strategic approach to managing country risks with a 30% limit, emphasizing the higher inter-country correlations in Africa. Farouk highlights a broad investment scope, steering clear of commodities while focusing on sectors aligned with major African themes like urbanization and a rising middle class. The discussion also delves into the importance of IRR rankings and the quality of returns when evaluating potential investments.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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