10 Year
Emerging Markets Belong at the Core, Not the Periphery
The investors who will thrive in the next decade are those who learn to embrace volatility, not avoid it. They will seek real returns, not relative ones. They can deploy capital with intention, patience and structure, in places the crowd doesn’t see.
$8.1bn
USD Invested
As of 31.03.2025
25+
EM Countries Invested
As of 31.03.2025
4
Focus Products
Our Principles
Gemcorp Capital was founded on the following guiding investment principles:
- Be contrarian
- Be patient
- Be present when others exit
We are Value Investors
Crisis is opportunity
We are bold; we actively enter markets in times of dislocation and stress.
Investing in Essentials
We invest in vital sectors such as infrastructure, energy, healthcare and food security and build lasting partnerships on the ground.
Tail-risk awareness
Our disciplined risk management and hedging strategies allow us to be contrarian in periods of market distress.
We compound capital. Across cycles, we’ve delivered strong dollar-based returns with low correlation to traditional benchmarks
Felipe Berliner, Co-Founder, Head of Structuring & Board Member
Volatility Creates Entry Points
Crises in emerging markets are frequent but rarely existential. Markets reprice, countries restructure and returns recover. These cycles create significant value opportunities for patient capital.
Emerging Markets are Essential in a Multipolar World
As the global order evolves and geopolitical risk remains elevated, emerging markets offer direct access to abundant natural resources, growing consumer markets and significant investment opportunities.