The African opportunity: structural not speculative
While institutional capital crowds into AI and US equities, the highest risk-adjusted returns of the next decade may be hiding in plain sight — in African food value chains.
Africa is home to the world's youngest and fastest-growing population, urbanising at unprecedented speed, with 2.5 billion people projected by 2050. Its food system needs to double.
That gap is not a development problem — it is a private equity opportunity of generational scale.
The food value chain framework: where to invest and why
Phatisa has spent 15 years, three funds and 700+ deals learning exactly how to capture it — what works, what doesn't, and what comes next. Join us for a masterclass in African food value chain private equity, from one of the few managers on the continent with the track record and the honesty to tell you the whole story.