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Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Colin Smith and Farouk Miah are the founders of All Africa Partners, a concentrated, public equity fund they launched last year with backing by three of the most successful investors in the region.
Our conversation covers their backgrounds and the opportunity set on the continent, including Africa's market size, investable countries, liquidity, market performance, businesses, valuations, and currencies. We then turn to All Africa's investment process across sourcing, due diligence, decision making, trading, and portfolio construction. We close discussing risks in the region and lessons…
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