top of page
home
about
team
journal
More
Use tab to navigate through the menu items.
Journal
Monthly Updates
2013
2021
2014
2022
2015
2023
2016
2024
2017
2018
2019
2020
Blog posts
Blog Posts
Making waves in Turkey: We swam from Europe to Asia to meet a CEO
Sept 2024
Living the Truman Show in Myanmar: No Pun intended
Jun 2024
​
Meeting our Saudi mega-stocks: Pipe dreams come true
May 2024
We love Turkey: A trip to paradise where stocks double
May 2024
A trip to Namibia: We are amazed
Apr 2024
Riding helicopters in Qatar: Tailwinds are huge
Mar 2024
It’s hot in Sri Lanka: Building a new Dubai (or Singapore) in Colombo
Mar 2024
Cycling 1,400 km across Malaysia: A fit and eco-friendly way to invest
Feb 2024
Cement company in Saudi Arabia: Monetizing a billion-dollar land
Jan 2024
Riding Rolls-Royce in Kuwait:
2008 financial crisis is finally over
Nov 2023
Big in Turkey: Even taxi drivers know our names
Oct 2023
Gold-digging in Indonesia: Unearthing the hidden gem
Sep 2023
A trip to Asia: Hong Kong is 5x cheaper than Malaysia
Aug 2023
Cruising our port-folio: Why we ate Turkish delight in Tuscany
Apr 2023
Visiting Turkey: Quadrupling capacity and crying in meetings
Sep 2022
Nov 2020
Testing our portfolio for COVID-19: Why we sold Turkey
Sep 2020
The value of investor meetings: What we learned from 323 CEOs
Jul 2020
COVID-19: Protecting our portfolio with medical gloves
Apr 2020
Shareholder activism: How we failed to create value in 800 hours
Jan 2020
PRI in Person: Mingling with marketers
Nov 2019
30 Under 30: How a dead lizard inspired an ESG prodigy
Last month Argentina fell 50% in one day: We saw this one coming
Sep 2019
ESG in Egypt: A laughing matter
Jun 2019
Looking back: How re-visiting the past changed how we see the future
May 2019
12 Markets in 12 Months
12 Markets in 12 Months
A month in the Philippines: Beating the traffic (and the market)
Jun
2019
A month in Malaysia: Finding another gem on "Treasure Island"
Jul 2019
A month in Indonesia: Offending Trump in Bali
Aug 2019
A month in Bangladesh: Investing billions in world's best market
Sept 2019
A month in Pakistan: An altercation at the ministry of finance
Oct 2019
A month in Thailand: Driving three hours to see an empty factory
Nov 2019
A month in Vietnam: Closing the deal
Dec 2019
A month in Saudi Arabia: Piercing the veil
Jan 2020
A month in South Africa: The road to nowhere
Feb 2020
A month in Turkey: Retreating from coronavirus
Mar 2020
The Case
Jan 2021
Pt 1. The case for emerging markets:
It's about time
Pt 2
.
The case for frontier emerging markets: The forgotten fifty
Jan 2021
Pt 3. The case for Evli Emerging Frontier: We go where others don't
Jan 2021
bottom of page
.jpg)
