Quarterly Manager Commentary Q3 2017

Dear Friends, Emerging Markets continued to outperform global equity markets and we now have eight months in a row with this trend. In simple terms, investors continue to reduce their exposure to the western stock markets in favour of Asia, Russia, MENA and Latin...

Quarterly Manager Commentary Q2 2017

Quarterly Manager Commentary Q2 2017 Dear Friends, Emerging markets continue to enjoy a strong year. In fact, emerging markets have outperformed the global index every month so far in 2017. Two of the key components benefiting most emerging markets are the weak crude...

Quarterly Manager Commentary Q1 2017

Quarterly Manager Commentary Q1 2017 Dear Friends,   We are happy to note that Emerging Markets have once again been at the forefront of the equity market rally, following a very strong 2016. Most of our Funds ended up with positive returns and we remain very...

Bermuda: FMG Africa Fund and FMG New Frontier Fund closure

The investment committee of FMG is moving its focus away from these two Bermuda funds, which would lower their AUM and further increase their running costs. The fund directors thus moved to close the fund. FMG meanwhile offers investors in these two funds the...

HEDGENORDIC – Iraq stocks poised for a rebound as ISIS loses grip

HEDGENORDIC December 2016 – The old saying that you should invest when there is ”blood on the streets” could not be more telling than in the case of Iraq. The Iraq equity market has suffered under the extreme tensions linked to ISIS and has fallen by 55 percent...

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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