FMG (EU) Rising 3 Fund gained +0.2% in the 2nd Quarter of 2017

FMG (EU) Rising 3 Fund gained 0.2% in the 2nd Quarter of 2017 The FMG Rising 3 Fund had a flat second quarter in 2017, thereby ending the first half of the year up 5.9%. The general upward trend in Emerging Markets continued, with most markets rallying as we continued...

FMG (EU) Rising 3 Fund gained +5.7% in the 1st Quarter of 2017

FMG (EU) Rising 3 Fund gained +5.7% in the 1st Quarter of 2017 The FMG Rising 3 Fund had another very strong quarter in Q1 2017, on the back of a strong rally in Emerging Markets. We feel that our view of the cheapness of Emerging Markets as compared to the US and...

FMG (EU) Rising 3 Fund gained +7.3% in the 3rd Quarter

The FMG Rising 3 Fund had a very good quarter registering a 7.3% gain. The Fund is now up 13.0% for 2016. China once again was the main laggard as equity prices continued trading in a very narrow range whilst the rest of the market rallied. A slight disappointment was...

What Next For Russia?

Main takeaways from our visits to Moscow and St Petersburg Russia remains at the top of the world’s low cost producers of oil (est. cost $4/barrel) and gas thanks to the decline in Ruble and revenue in US $. Given the massive devaluation of the Ruble, Russia is...

FMG (EU) Rising 3 Fund gained +9.6% in the 2nd Quarter

The FMG Rising 3 Fund registered a strong performance for Q2 of 2016. With the major sell off in Emerging Markets behind us, the market was on fire, particularly those which have a high market beta nature such as Russia. Market sentiment definitely changed in April...
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