Bonga na CEO Centum Investments

Podcast: The Mwango Capital Podcast · Mwango Capital

Opublikowano: 2026-06-17

In this episode, recorded on June 4, 2026, we are joined by Centum Investment Company Group CEO, James Mworia, to unpack the three strategic evolutionary phases of Centum since 2009, the interplay between its real estate and private equity portfolios, and how the company successfully retired its holding company debt to enter a harvesting phase dedicated to driving sustainable shareholder value. Show Notes 00:00:00 Introduction 00:01:18 Centum Investment Model 00:05:57 Debt Strategy 00:13:54 Real Estate Holdings 00:17:20 Two Rivers 00:24:20 Private Equity Portfolio 00:31:00 Capital Allocation 00:34:59 Share Buyback Program <...