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 Notes00:00:00 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 Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe