Twiga Foods

Twiga Foods, headquartered in Nairobi, has emerged as a defining agriculture force in Sub-Saharan Africa. With roughly 1k employees and revenues approaching $0B, the group keeps reinforcing its position through disciplined capital allocation and a long-term industrial vision.

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

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

Few catalysts on the horizon look bearish; the central scenario is a continued, controlled compounding story.