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11 results for “africa investing”
“Why African startups don't deserve Silicon Valley valuations”
...with us on the appropriateness of of valuation just given where we
16:31 / 17:03
market insight16:31 – 17:03
“Africa's VC ecosystem has created a pipeline of well-funded regional feeder funds”
...South Africa focused ones, East Africa focused ones.
12:18 / 12:54
market insight12:18 – 12:54
...investing. Obviously that's been a good trade for them, but it misses out on some of the positive aspects of active management. It also means there's been a slower adoption to alternative investment strategies, which is really Regal sweet spot. Joe P
19:29 / 20:37
from transcript19:29 – 20:37
...with a robust technology platform that they built to be able to turn that into a diversified alternatives manager that offered a range of investment strategies. That was the potential and I jumped at that. The history is very heavily focused on the A
14:54 / 16:14
from transcript14:54 – 16:14
need for the team to go and buy assets to fill a bucket. In fact, we'd encourage them to come back to the investment committee and say, we think we should sell our assets and give this capital over to someone else who's got better opportunities. So a
23:58 / 25:03
from transcript23:58 – 25:03
to head the infrastructure team. Six years later, Raft became chief investment officer. Our conversation spans all aspects of the management of a next generation institutional portfolio, including a one team, one portfolio philosophy, disaggregating
3:01 / 4:04
from transcript3:01 – 4:04
key lever in terms of how much risk we want in the portfolio, and we can dole that up and down relatively easily. Significant overweight to emerging market equities when you just look at, for example, the MSCI Oil Countries Index. Why Why? Because we
24:45 / 25:48
from transcript24:45 – 25:48
...Sao Paulo team is investing in ways that is well connected with the rest of our organization. They're benefiting from the perspectives and observations of the rest of the portfolio, the techniques of the relationships of our ability to move fast. Thi
38:10 / 39:23
from transcript38:10 – 39:23
...is investing and what our expectations are of that team in terms of their contributions. We need to do more to make sure that the Sao Paulo team is investing in ways that is well connected with the rest of our organization. They're benefiting from th
37:33 / 38:33
from transcript37:33 – 38:33
...us. Africa is probably where we're spending more time. And, again, it tends to be kind of one off idiosyncratic opportunities, but it's been a really interesting place to invest. What's an example of something that's worked well for you? Russia. We'v
35:11 / 36:17
from transcript35:11 – 36:17
through building roads and buildings, particularly property investment. There's all sorts of debates about whether that was over capitalised and whether capital allocation was efficient. We don't get into that. All we would say is we don't see that a
1:12:00 / 1:13:07
from transcript1:12:00 – 1:13:07
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