Starting Up in Myanmar

In a world simply drowning in debt, the most egregious debt ever recorded in the worlds history in fact, we find ourselves with a unique situation where previously backward broken shell shocked countries such as Myanmar have one element of risk which we can eliminate from our risk profile when assessing opportunities. Many of you […]

A Blueprint for Investing in Frontier Markets

Our friends at Pathfinder Capital have created an excellent report on frontier markets. These guys live and breath the frontier, putting boots on the ground where most of us wouldn’t care to visit. Both of the founders are ex-military guys who cut their teeth in places like Libya, Iraq and eastern Europe. Chris and I […]

The Case For Frontier Farmland

By: Scott Baker The following post ran just recently over at Pathfinder Ventures blog, an investment advisory and asset management firm focused on select Frontier Markets. Our own Scott Baker provided the dialogue.   The following content is provided courtesy of our colleague Scott.  As Scott is passionate about the case for investment in frontier […]

On the Ground in Myanmar

Chris and I took a trip to Yangon a few months back. We wrote about it here and here. While in-country we met an intrepid American chap named Billy Selig. Billy runs an outfit called New Crossroads Asia. We spent several hours discussing the country, Billy’s background and his plans for investing in the country. […]

Seeking Safety in the Frontier

Historically, Emerging and Frontier markets may have been associated with instability, volatility and a lack of certainty. However, today many emerging economies are actually less volatile than developed ones, enjoy SUBSTANTIALLY lower levels of debt and far better fiscal accounts. In fact, although Zimbabwe recently announced it had only $217 in the government checking account, […]

How to Invest in Frontier Markets

Investing in frontier markets is a challenge due to lack of liquidity and significant set-up times. One way to circumvent these problems is to Invest in other people’s expertise through a managed fund. We work hard to associate ourselves with smart individuals where we can reciprocate value. This not only gives us opportunities to put […]