
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.
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Jun 23, 2026
The Case for Frontier Africa — Deep Value at the Bottom of the Cycle
10:45
28:30

Johan de BruijnGUEST
You know, AB InBev was SAB Miller, was expanding capacity dramatically across our continent.
18 MINS LATER

Chipo MuwowoHOST
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