10 year
Emerging markets as a core allocation
<p>The investors who will thrive in the next decade are those who will embrace volatility, not avoid it. They will seek real returns, not relative ones. They will deploy capital with intention, patience and structure, in places the crowd doesn’t see.</p>
$8.7bn
US$ invested
As of 30.09.2025
25+
EM countries invested in
As of 31.03.2025
4
Focus strategies
Our principles
<p>Gemcorp Capital was founded on three guiding investment principles: </p><ul><li>Be contrarian</li><li>Be patient</li><li>Be present when others exit</li></ul>
Crisis is opportunity
<p>We are bold; we actively enter markets in times of dislocation and stress.</p>
Investing in essentials
<p>We invest in vital sectors such as infrastructure, energy, healthcare and food security and build lasting partnerships on the ground.</p>
Tail-risk awareness
<p>Our disciplined risk management and hedging strategies allow us to invest with conviction, even during periods of market stress.</p>
We compound capital. Across cycles, we’ve delivered strong dollar-based returns with low correlation to traditional benchmarks
<p>Felipe Berliner, Co-Founder, Head of Structuring & Board Member </p>
Volatility creates entry points
<p>Crises in emerging markets are frequent but rarely existential. Markets reprice, countries restructure and returns recover. These cycles create significant value opportunities for patient investors.</p>
Emerging markets are essential in a multipolar world
<p>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.</p>