Centum Investment Company - Building Value in Kenya: Ryan Hoover, Investment Analyst, Africa Capital Group

It’s gut check time for Kenya investors.

The Nairobi Securities Exchange’s main index has lost 31.7% in U.S. dollar terms since the start of the year in response to security concerns, China’s slowing growth, and a brief experiment with a 5% capital gains tax.

The drop makes for a compelling opportunity to purchase shares of the country’s largest investment holding firm.

Prime assets

With a basket of profitable private equity investments and a remarkably consistent record of building shareholder wealth, Centum Investment Group appears intent on becoming the Berkshire Hathaway of Kenya.

Centum’s investment portfolio is concentrated in four of East Africa’s most promising sectors: real estate (22%), consumer goods (22%), financial services (17%), and energy (5%).