Most people prefer to fail conventionally than take a risk on unconventional success. Not me. Value investor in Africa. https://nitter.cf/t.co/RTzciyn1P6
Dar es Salaam, Tanzania
Joined April 2020
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Today marks 6 years since I began deploying capital in African equity markets for African Lions Fund, having uprooted my family from our home in Indonesia and moved full time to Dar Es Salaam. We began with US$3.88mn. Today, we manage over US$106mn, having delivered 28.6% compound annual returns (in USD), after all fees and expenses. It has been a smashing success.
There are about 7 bn people on the planet. Maybe 3 bn have the sort of purchasing power they could potentially be customers of Anthropic's AI products. Talking about a $3 TRILLION valuation on Anthropic's IPO values each potential customer at $1,000 today. Madness.
Well worth a look for serious investors seeking some global Alpha and portfolio diversification benefits...
What if the best opportunities in frontier and emerging markets are already starting to emerge – while most investors are still waiting?
At Frontier and Emerging Market Investing, experienced investors and analysts with first-hand knowledge of these markets shared how to find them.
Highlights included:
✅ @MikeFritzell (Asian Century Stocks)
Jardine Matheson Southeast Asia
✅ Pavel Begun (3G Capital)
Lessons learned... and unlearned: A tech innovator priced like a textile mill
✅ @globalvaluehunt (African Lions Fund)
African Lions Fund: Outsized returns from one of the world's last remaining investment frontiers – sub-Saharan Africa, ex-South Africa
✅ Thomas Hugger (@AsiaFrontierCap)
A frontier stock with a p/e of 1x
✅ Alexander Vitkalov (Auerbach Grayson)
The general investment opportunity in frontier and emerging markets
Missed the live event?
Full presentations and slide decks are now available on demand.
Access here 👇
undervalued-shares.com/event…
ALT Frontier and Emerging Market Investing on-demand access
Like him or despise him, Bill Ackman is a very smart and articulate guy. I was genuinely surprised to learn that I have many similar approaches and views to Ackman. Worth a listen IMO...
I did an interview with Nicolai Tangen, the head of the Norwegian Sovereign Wealth Fund, and we covered the investment landscape.
youtu.be/T8nHLUlRGkg
Interesting how many African economies make the Ten Lowest list...
Explore projected inflation rates across 191 countries in 2026, from soaring prices in Venezuela to lower inflation in the U.S. and China. visualcapitalist.com/mapped-…
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I was recently on Chipo Muwowo's African Stock Hunter Podcast for a wide ranging discussion on African equities markets and my African Lions Fund.
linkedin.com/feed/update/act…
Wonder what my resident peacocks make of the daily 1755hrs Dar Es Salaam - Doha B787 Dreamliner...
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Driving through even the smallest Tanzanian towns and villages as I have been this week, you see Airtel Money's presence everywhere...
globalvaluehunter.com/zimbab…
I was in Zimbabwe with my whole African Lions Fund research team last week. It was quite a revelation!
Recent piece in South Africa's Financial Mail covered me and African Lions Fund.
African equities are offering compelling returns and demographic growth that many investors overlook.
Here is why it might be time to look closer to home: fm.co.za/art_01a0f748a74b724…
