HEADLINES

Quarterly Manager Commentary Q4 2016

Dear Friends, 2016 was the year which finally vindicated our bullish stance in Emerging Markets. Never since the financial crisis have we been so upbeat on our focus markets, and finally our optimism was translated into real action in the equity markets. EM was a very...

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QUARTERLY MANAGER COMMENTARY 2016 Q3

Dear Friends, The third quarter of 2016 continued on a similar path as the previous quarter on a positive trajectory. As we had commented in our previous newsletter, momentum in EM has finally picked up and we are now witnessing double-digit equity market returns for...

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TWEETS