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

00:38:29 NAV Gap

00:51:42 Strategy and Pitch



Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Mwango Capital. Innehållet i podden är skapat av Mwango Capital och inte av, eller tillsammans med, Poddtoppen.