<p>Institutional portfolios are overexposed to the familiar and underexposed to the essential. As global allocators face shrinking real returns, rising volatility, and geopolitical fragmentation, emerging markets present a unique opportunity.</p>
<p>Capital Scarcity = Risk Premium. </p><p>Return on capital is highest where capital is the scarcest. In today’s markets, capital flows are still overwhelmingly concentrated in the developed world and emerging markets are massively under invested, given their size and growth. We believe this presents a structural opportunity for mean-reversion in favour of emerging markets.</p>
A Lifetime of Experience
<p><span data-olk-copy-source="MessageBody">Emerging markets are in our DNA, with our founders hailing from the emerging world. Our lifetime of experience provides us with unmatched insight into the dynamics of the markets where we invest.</span></p>
Emerging market private credit offers a winning combination of strong returns, diversification and impact
<p>Parvoleta Shrteva, Co-Founder, CIO & Board Member </p>
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