HeyJaredAfrican Allocator Podcast
The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today. Hosted on Acast. See acast.com/privacy for more information.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
A Fundamental Investor’s Guide To African Frontier Markets – Greg Barker (opens the original)
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African frontier public equity markets remain deeply under-researched, but that is precisely where Greg Barker sees opportunity. In this episode, Barker, Co-Founder of Sustainable Capital, explains how his firm uses concentrated portfolios, fundamental analysis and deep on-the-ground research to identify mispriced businesses within this asset class. We also discuss why valuation sits at the heart of the process, how Sustainable moved away from “deep value” investing, what it takes to build convi
Investing At The Edge Of Market Formation – Anne-Marie Chidzero (opens the original)
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Africa is not short of capital. The harder challenge is building the instruments, structures and markets that can put it to productive use. Anne-Marie Chidzero, Chief Investment Officer at FSD Africa Investments, the investment arm of FSD Africa, explains how her organisation uses risk capital to test new models, unlock local savings and create pathways for private investors to follow. We also discuss additionality, when development capital should step aside, and why building replicable financia
Why Great African Companies Still Get Overlooked – Sruti Patel (opens the original)
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After 17+ years in frontier market equities, Sruti Patel is pursuing what she calls a “quiet revolution” in African public markets – helping listed companies take greater control of how global investors see them. In this episode, she narrates why strong African businesses remain “interesting but misunderstood,” what investors underestimate about African management teams, and why better storytelling, communication and transparency matter. We also discuss her move from equity sales to building her
8 Million Loans And Counting: Inside 4G Capital – Wayne Hennessy-Barrett (opens the original)
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After 17 years in the British Army, Wayne Hennessy-Barrett made an unlikely move into African fintech. Today he leads 4G Capital, a fintech lender that provides millions of working capital loans to small businesses across Kenya and Uganda. In this episode, Wayne shares how the army shaped him as an entrepreneur, why 4G is betting on Africa’s smallest businesses, what 8 million loans have taught 4G about underwriting, how the firm blends tech with on-the-ground relationships, and what the digital
African Equities: Priced For Catastrophe? – Finn Walker (opens the original)
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At 23, Finn Walker is probably one of the youngest people managing an Africa-focused public equity fund. In this episode, he explains why he believes African equities are “priced for catastrophe” and where the market may be getting it wrong. He discusses Heron’s core investment thesis, finding undervalued businesses with durable advantages, his contrarian exposure to Zimbabwe, and why time on the ground matters when investing across Africa’s fragmented public markets. Enjoy! Learn more about Fin
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