Frontier markets and particularly those of Africa and the Middle East are attracting increasing investor attention. Our roots are African and we have an established presence in the continent. Our experience of investing in these frontier markets, coupled with the rigorous investment process we have developed to direct our activities, gives us a crucial advantage over our competitors.

Our frontier investment capability follows an active investment approach aiming to exploit inefficient markets where over and undervaluation creates opportunities. In frontier markets, our detailed analysis and hands on approach is what sets us apart as an investor. The team uses in-depth fundamental research to gain an information advantage. The strategies have an absolute return objective and are managed bottom-up, with the geographical and sector exposure being primarily determined by individual stock selection. Ultimately, the managers are looking to find good companies at attractive prices guided by macro economic imperatives.