11.02.2021
Each episode of Star Trek started with the mission of the starship Enterprise: “to boldly go where no man has gone before.” This mission resonates...
26.01.2021
emerging frontier
Most investors in emerging markets might think they are getting broad exposure to the developing world. However, this is far from the truth as the EM...
15.01.2021
frontier
We have always been excited about investing in emerging markets. Not everyone has shared our conviction, but now EM’s future seems so bright that we...
24.11.2020
Investing in Turkey is a roller-coaster ride. Just two years ago, we experienced first-hand the brunt of a local currency crisis that cost our fund...
17.11.2020
We were recently invited to present our research on the value of in-person investor meetings to the CFA Institute. This article provides an...
03.08.2020
10 months after starting our initiative to live in 12 markets for one month each, our venture was cut short as a result of the pandemic. By that...
07.05.2020
It took one of us 33 hours on four flights through five empty airports, and the other 38 hours on consulate-arranged transportation and a ferry plus...
30.04.2020
“If you don’t like something, just sell your shares” – this is what the chairman and controlling shareholder of one of our portfolio companies tells...
02.04.2020
Looking out the window of our co-working office in Cape Town, we stared at an unfinished highway bridge which, as we later learned, was started over...
05.03.2020
In order to experience life as expats in Riyadh, we rented a place in a so-called compound – a walled neighborhood which gives expat residents a...
07.02.2020
After finishing our meeting with the chairman of an €80m real estate company which had raised equity three times in the past four years and lost 60%...
