Disciplined investment approach

Low capital and competitive intensity, superior corporate governance, scalable and long-term investments

LATEST DOCUMENTS

  • Spotlight on Global Meat Sector - Feb 2016
  • Spotlight on Ukraine - Update - Feb 2016
  • Spotlight on MHP - Update - Feb 2016
  • Spotlight on Bangladesh - Update
  • Spotlight on Saudi Arabia - Update - Dec 2015
  • Spotlight on Qatar - Top-Down
  • Spotlight on The Secular Opportunity in Ukraine Agriculture- September 2015
  • Spotlight on FEM Indebtedness and Turkey - September 2015
  • Spotlight on Ukraine Top Down Update- August 2015
  • Spotlight on Saudi Arabia Top Down- August 2015
  • Spotlight on Bangladesh vs. South Asian Peers - Top Down - August 2015
  • Spotlight on Edita Food Industries (Egypt) - July 2015
  • Spotlight on Alicorp (Peru) - June 2015
  • Spotlight on Moroccan Low Cost Housing
  • Spotlight on Tunisia Top-Down
  • Spotlight on Tunisian Banking Sector
  • Spotlight on Financial Inclusion and bKash
  • Spotlight on Subsidies - May 2015 update
  • Spotlight on Egypt and Turkey Hard Discounters
  • Spotlight on the Base of the Pyramid
  • MHP April 29, 2015 Update
  • Spotlight on bKash - April 2015
  • Bangladesh April 2015 Top Down Spotlight
  • Bangladesh March 2015 Trip Notes
  • Spotlight on Ukraine, February 2015