Investing in Great Businesses in Sub-Saharan Africa with Tim Staermose
On today’s episode, we have Tim Staermose of the African Lions Fund on the podcast.
Tim is a really thoughtful and knowledgeable value investor, and I think his fund, which is focused on Sub-Saharan Africa, is one of the most interesting funds out there.
In recent decades, many countries around the world have made amazing progress, transitioning from being poor to becoming relatively prosperous.
I’m optimistic that many frontier markets, such as those Tim invests in through his fund, will become prosperous too.
However, investors are not paying attention to this area of the world, which allows Tim to achieve the holy grail of value investing: buying growing, resilient, high-quality businesses at deeply discounted prices.
I think Tim made a great case for his strategy and why it makes a lot of sense right now.
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Learn more about the African Lions Fund here.
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