27.09.2021
In March, the Evli Emerging Frontier team continued our 11 Sectors in 11 Months project, focusing on the Consumer Goods sector and meeting with 144...
27.08.2021
emerging frontier
In February, the Evli Emerging Frontier team began a new project we are calling 11 Sectors in 11 Months. For 2021, we are on a virtual roadshow...
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
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...
