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Unleashing the Potential of Emerging Markets

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.

Landscape photo of brown concrete floor
$8.1bn

USD Invested

As of 31.03.2025

4

Focus Products

2014

Founded

25+

EM Countries Invested

As of 31.03.2025

Deep Roots, Unmatched Insight

At Gemcorp Capital we have

The Structural Opportunity in Emerging Markets

Capital Scarcity = Risk Premium. 

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.

A Lifetime of Experience

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.

Emerging market private credit offers a winning combination of strong returns, diversification and impact

Parvoleta Shrteva, Co-Founder, CIO & Board Member  

Parvoleta Shtereva

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