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Johan de Bruijn

Johan de Bruijn

Co-founder and portfolio manager at 337 Frontier Capital LP, focused on under-researched and inefficient markets in Africa with deep value investing expertise spanning 25+ years.

Jun 23, 2026

10:31
Africa strategy.
10:32
And they weren't alone.
10:34
People all over the world were looking to invest in Africa.
10:37
There were new banks being bought.
10:40
There were new telecom licenses.
10:42
There were breweries that were tripling capacity.
10:45
You know, AB InBev was SAB Miller, was expanding capacity dramatically across our continent.

18 MINS LATER

28:30
But the final question for me, as you look ahead to the next three, five, 10 years, whatever, what's one reason for optimism as you think about your work within different African markets? And perhaps one reason for caution? I think for

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