Johannesburg based Visio Capital is one of the oldest, largest and most successful Africa-based and Africa-focused hedge funds. Visio founder Patrice Moyal runs the long-short Visio Fund I since 2001.
Over the last 107 years, the South African Market has outperformed all other stock exchanges on a nominal basis, and in real terms ranks as the #3 market behind Sweden and Australia.
In this new Opalesque BACKSTAGE video, Moyal explains what is behind this outperformance, and why it will continue.
In the second part, Moyal gives fascinating background and examples how investors can participate in the "Africa story". However, for Moyal Pan-Africa investing is not about getting exposure to a frontier market at any price, but a careful, scientific process that can offer also offshore investors solid risk-adjusted returns.
I look forward to your feedback at knab@opalesque.com
Matthias Knab Posted On Feb 15 2010
This is a great update on what will be an important investment scheme - investing in Africa.
If I remember correctly, the population in Africa will grow from 850m to 1.5 billion by 2050. As the economies develop, the population growth will add the extra boost for African companies.
Good background on how developed the South African hedge fund industry is.
