Published: Nov. 7, 2022, 9 a.m.
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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\\u2019s market size, investable countries, liquidity, market performance, businesses, valuations, and currencies. We then turn to All Africa\\u2019s investment process across sourcing, due diligence, decision making, trading, and portfolio construction. We close discussing risks in the region and lessons learned from Colin\\u2019s winning a silver medal at the 2008 Beijing Olympics.
Access Stream by AlphaSense Free Trial For full show notes, visit the episode webpage here.\\xa0 \\xa0
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