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Peter Thoms, CFA, is the founder and lead portfolio manager of Africa Capital Group LLC, a U.S.-based investment firm.
- Description: Hedge Fund Manager. Trading frequency: Daily
- Interests: Emerging Markets
Africa Capital Group LLC At Africa Capital Group LLC, we believe Africa has immense unrealized investment potential. Our mission is simple and clear: to provide a focused and cost-effective means to access the tremendous growth opportunities on the continent of Africa. The investment objective of our Africa strategy is long-term ...More
total return. We pursue this objective through both capital appreciation and investment income. We employ a bottom-up company-by-company approach to portfolio construction, taking into account such factors as competitive advantage, growth rate, valuation, profitability, management skill and accessibility, currency risk and political risk. We focus primarily on sub-Saharan Africa, where we believe the best opportunities are located. Specifically, we believe robust, well-run businesses exposed to the economic growth in Angola, Botswana, Côte d’Ivoire, Ethiopia, Ghana, Kenya, Mozambique, Namibia, Nigeria, Rwanda, Senegal, South Africa, Tanzania, Uganda and Zambia particularly warrant our investment consideration. We believe that the rise of the African consumer will power the growth of many consumer-facing industries for decades. Several sectors that we believe are particularly attractive for investment are consumer discretionary and staples, financials, agriculture, telecommunications, infrastructure, materials and energy.
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