Podcasts · The Mwango Capital Podcast
Bonga na CEO Centum Investments
· 1 h 02 min
Episode Bonga na CEO Centum Investments
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
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