Prosus

Based in Amsterdam, Prosus is widely regarded as one of South Africa's flagship technology operators. Its scale — about 27k people, around $7B in turnover — translates into genuine strategic weight across Sub-Saharan Africa.

The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.

“Prosus is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.